CareSuper - Member Investment Performance

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Member investment performance

Investment option returns (after tax and fees) for the year to 30 June 2009 and the two previous financial years. Visit the interim returns page for more recent results. Performance history is limited for options introduced after 1999.

Returns (%)
Capital Guaranteed
Capital Stable
Conservative Balanced
Balanced
Sustainable Balanced
Growth
Alternative Growth
Capital Secure*
Fixed Interest
Direct Property
Australian Shares
Overseas Shares

3 years (% p.a)
5.9
1.9
0.9
0.0
-2.0
-1.8
-0.2
4.3
4.3
2.6
-2.2
-6.0

5 years (% p.a)
5.6
5.2
-
5.6
4.2
5.1
-
4.6
5.0
6.9
7.6
0.5

10 years (% p.a)
5.6
-
-
6.9
-
5.9
-
-
-
-
-
-

2008 - 2009
4.0
-2.2
-4.3
-9.5
-10.1
-10.2
-7.9
3.1
4.4
-11.8
-14.2
-8.8

2007 - 2008
6.64
-0.70
-3.04
-4.50
-7.16
-9.31
-5.38
4.37
5.29
8.93
-13.96
-16.33

* Previously known as Cash

Heron Partnership - 6 Star top rated fund 09/10

Super Ratings - Platinum savings 2009/10

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CARE Super Pty Ltd (Trustee) ABN 91 006 670 060 AFSL 235226 CARE Super ABN (Fund) 98 172 275 725