Capital Stable

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Capital Stable

At a glance

Asset classes

Diversified mix of assets with an emphasis on fixed interest and cash assets.

Investment timeframe

Short to medium term 3+ years

Fees

Total estimated Indirect Cost Ratio 2015/16: 0.46%
Buy spread: 0.03%
Sell spread: 0.03%

Return objective

Inflation + 2% per year^

Likelihood of negative return

1.1 in every 20 years

  • Risk band

    Risk level

    Risk label
  • 1
    Very low
  • 2
    Low
  • 3
    Low to medium
  • 4
    Medium
  • 5
    Medium to high
  • 6
    High
  • 7
    Very high

Risk level

3

Asset classes

  • Annual % returns
  • Compare how our options have grown
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The growth data above shows investment growth only and does not take into consideration individual circumstances, taxes or fees.

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Annual returns [PDF]

About the option

The Capital Stable option aims to provide stability of capital over the medium term combined with the opportunity for limited capital growth.

This option invests in a diversified mixture of assets with an emphasis on fixed interest and cash assets.

It is suitable for members seeking long-term capital security, while earning a rate of return above that of bank bills or from a cash management trust.

What are the option’s objectives?

  • To achieve returns after tax and fees that exceed the inflation rate (as measured by the CPI) by at least 2% per year.^
  • To ensure as far as possible that the investment return members receive each year is competitive with comparable options in other super funds.

^Over rolling 10 year periods

Compare to other options


This website contains general advice, not taking into account your objectives, financial situation or needs. Before acting on this advice you should determine if it is appropriate for you. Before acquiring a product, first read its product disclosure statement. Some products and services offered on this website are provided by third parties. The trustee is not responsible for the products or services, views or actions of these third parties. Terms and conditions may apply which should be obtained from the third parties direct. The trustee does not accept liability if loss or damage is incurred from the acquisition of third party products or services. Past performance is not a reliable indicator of future performance and you should consider other factors before choosing a fund or changing your investments. CARE Super Pty Ltd (Trustee) ABN 91 006 670 060 AFSL 235226 CARE Super (Fund) ABN 98 172 275 725
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