Our active investment strategy puts members first

CareSuper’s Balanced option is the top performer over 20 years to July 2018, according to independent super reviewer, SuperRatings.

SuperRatings’ latest survey, which measures the performance of super funds around Australia, has compared two decades’ worth of performance for the first time. The comparison shows CareSuper’s Balanced option leads the other surveyed funds, with an average annual return of 8.28% over 20 years to July 2018. That’s well above the comparable median return of 7.37% p.a., for the surveyed period.*

We’re also the top performing Balanced option over 10 years to July 2018, with an average annual return of 7.75%, compared to the median return of 6.71% p.a.

Superior returns

Our Balanced (MySuper) option is ranked number one over 20 years to 31 July 2018. See how we've delivered strong returns year after year, in comparison to the returns of surveyed Balanced options.

Superior returns
Source: SuperRatings Fund Crediting Rate Survey – SR50 Balanced (60–76) Index, July 2018. *This survey includes Balanced options for industry funds and master trusts.

Please note: CareSuper’s 20-, 10- and 5-year returns are compound average annual returns. CareSuper returns are net of fees and taxes. Past performance is not a reliable indicator of future performance and you should consider other factors before choosing a fund or changing your investments. Returns have been rounded to two decimal places.

Our active strategy outperforms through different market conditions

What should members take away from these results? Chief Investment Officer Suzanne Branton says, ‘Share markets and other investments go up and down through different economic conditions, but by taking an active approach to investing we can seek out opportunities to add value and employ strategies to minimise the effects of market downturns.’

While the survey result is specific to the Balanced option, Branton says, ‘We apply this active management philosophy to all our investment options. Strong performance across multiple options gives our members confidence and choice in their super. That’s what we’re really proud of.’

For more information

*SuperRatings Fund Crediting Rate Survey – SR50 Balanced (60-76) Index, July 2018.

Past performance is not a reliable indicator of future performance and you should consider other factors before choosing a fund or changing your investments.