Investment performance

Font size: A- A+

Consistent long-term returns

Our focus is on delivering consistent long-term returns so we can continue to help you build your retirement savings.

Use the graphs and tables below to view our latest investment returns, check our historical performance and compare how our different investment options have grown. You can also compare how our Balanced option has performed against the industry median here.

To compare the returns for one or more investment option, select the option(s) from the list on the right-hand side of the chart.

 

  • Super
  • Pension
  • Annual
  • Monthly
  • Unit prices and Financial year to date return
  • Compare how our options have grown
View as:
Select year:

Select a dollar amount and timeframe below to see how your super would have grown if invested in this option.
Swipe left or rotate device to see more

See how your money would have grown if invested in this option:

Amount: Invested for:

Effective date: 30 June 2015
Annual returns [PDF]

The returns shown above may differ from your actual returns. Where a 10-year average is not reported, it's because the option has existed for less than 10 years. Net returns will appear in your annual statement. Annual returns for equities held by members of the Direct Investment option as at 30 June will be disclosed to members of the Direct Investment option each year as part of their annual member statements. Past performance is not a reliable indicator of future performance and you should consider other factors before choosing a fund or changing your investments. Find out how CareSuper calculates investment returns.

 

The returns shown above may differ from your actual returns. Net returns will appear in your annual statement. Past performance is not a reliable indicator of future performance and you should consider other factors before choosing a fund or changing your investments.
Find out how CareSuper calculates investment returns here.

 

Buy and sell price: each investment option has two prices: a buy price and a sell price. A buy price is the price applied when you invest in an investment option. A sell price is the price applied when you withdraw money from an investment option. The sell price will be used to calculate your account balance. All net investment returns are reflected in the sell price of each investment option.

Financial Year to Date return: The returns shown above may differ from your actual returns. To obtain your current account balance, you can log in to your account via MemberOnline and view a benefit quote. Net returns will appear in your annual statement.

Find out how CareSuper calculates investment returns.

 

The returns shown above may differ from your actual returns. Where a 10-year average is not reported, it's because the option has existed for less than 10 years. Net returns will appear in your annual statement. Annual returns for equities held by members of the Direct Investment option as at 30 June will be disclosed to members of the Direct Investment option each year as part of their annual member statements. Past performance is not a reliable indicator of future performance and you should consider other factors before choosing a fund or changing your investments. Find out how CareSuper calculates investment returns.

 

The returns shown above may differ from your actual returns. Where a 10-year average is not reported, it's because the option has existed for less than 10 years. Net returns will appear in your annual statement. Annual returns for equities held by members of the Direct Investment option as at 30 June will be disclosed to members of the Direct Investment option each year as part of their annual member statements. Past performance is not a reliable indicator of future performance and you should consider other factors before choosing a fund or changing your investments. Find out how CareSuper calculates investment returns.

 

The returns shown above may differ from your actual returns. Net returns will appear in your annual statement. Past performance is not a reliable indicator of future performance and you should consider other factors before choosing a fund or changing your investments.
Find out how CareSuper calculates investment returns here.

 

Buy and sell price: each investment option has two prices: a buy price and a sell price. A buy price is the price applied when you invest in an investment option. A sell price is the price applied when you withdraw money from an investment option. The sell price will be used to calculate your account balance. All net investment returns are reflected in the sell price of each investment option.

Financial Year to Date return: The returns shown above may differ from your actual returns. To obtain your current account balance, you can log in to your account via MemberOnline and view a benefit quote. Net returns will appear in your annual statement.

Find out how CareSuper calculates investment returns.

 

The returns shown above may differ from your actual returns. Where a 10-year average is not reported, it's because the option has existed for less than 10 years. Net returns will appear in your annual statement. Annual returns for equities held by members of the Direct Investment option as at 30 June will be disclosed to members of the Direct Investment option each year as part of their annual member statements. Past performance is not a reliable indicator of future performance and you should consider other factors before choosing a fund or changing your investments. Find out how CareSuper calculates investment returns.

 

*The inception date of the CareSuper Pension is 1 July 2007.
The returns shown above may differ from your actual returns. Where a 10-year average is not reported, it's because the option has existed for less than 10 years. Net returns will appear in your annual statement. Annual returns for equities held by members of the Direct Investment option as at 30 June will be disclosed to members of the Direct Investment option each year as part of their annual member statements. Past performance is not a reliable indicator of future performance and you should consider other factors before choosing a fund or changing your investments. Find out how CareSuper calculates investment returns.

The returns shown above may differ from your actual returns. Net returns will appear in your annual statement. Find out how CareSuper calculates investment returns here.

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

 

Buy and sell price: each investment option has two prices: a buy price and a sell price. A buy price is the price applied when you invest in an investment option. A sell price is the price applied when you withdraw money from an investment option. The sell price will be used to calculate your account balance. All net investment returns are reflected in the sell price of each investment option.

Financial Year to Date return: The returns shown above may differ from your actual returns. To obtain your current account balance, you can log in to your account via MemberOnline and view a benefit quote. Net returns will appear in your annual statement.

Find out how CareSuper calculates investment returns.

The returns shown above may differ from your actual returns. Where a 10-year average is not reported, it's because the option has existed for less than 10 years. Net returns will appear in your annual statement. Annual returns for equities held by members of the Direct Investment option as at 30 June will be disclosed to members of the Direct Investment option each year as part of their annual member statements. Find out how CareSuper calculates investment returns.

The returns shown above may differ from your actual returns. Net returns will appear in your annual statement. Find out how CareSuper calculates investment returns here.


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
Hide full disclaimer