Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 0.41% | 0.53% | 3.19% | 5.05% | 1.94% | 4.07% | 3.72% | -% |
Growth return | 0.41% | 0.53% | 3.19% | 5.05% | 1.94% | 4.07% | 3.72% | -% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | -% |
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
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Total return | 0.47% | 2.26% | 5.93% | 6.71% | 9.26% | 8% | 4.02% | 4.61% |
Type | Description |
Catholic Super RetireStable Pension | |
Multisector Moderate | |
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|
Allocated Pension | |
8 Apr 2015 | |
n/a | |
$1.41887 (as at 30 Jun 2023) | |
$1.41887 (as at 30 Jun 2023) | |
Open |
Type | Description |
MER | 0.85% (as at 1 Jul 2022) |
The objective of the Catholic Super RetireStable Pension managed fund is 1.5% p.a. above CPI over 5 years
The strategy of the Catholic Super RetireStable Pension managed fund is
The APIR code of the Catholic Super RetireStable Pension managed fund is .
Catholic Super RetireStable Pension’s total return last month was 0.41%. This was made up of a growth return of 0.41% and an income return of 0%. These returns were calculated as at 30 Jun 2023.
Catholic Super RetireStable Pension’s total return for the last three months was 0.53%. This was made up of a growth return of 0.53% and an income return of 0%%. These returns were calculated as at 30 Jun 2023.
Catholic Super RetireStable Pension’s one-year total return is 5.05%. This was made up of a growth return of 5.05% and an income return of 0%. These returns were calculated as at 30 Jun 2023.
Catholic Super RetireStable Pension’s one-year total return is 4.07%. This was made up of a growth return of 4.07% and an income return of 0%. These returns were calculated as at 30 Jun 2023.
The asset allocation of the Catholic Super RetireStable Pension managed fund is :
The Catholic Super RetireStable Pension managed fund belongs to the Multisector Moderate sector/asset class.
As at , the size of the Catholic Super RetireStable Pension managed fund was $ million.
The Catholic Super RetireStable Pension managed fund has an inception date of 8 Apr 2015.
The current entry price of the Catholic Super RetireStable Pension managed fund is $1.41887 per unit and the current exit price is $1.41887 per unit (as at 30 Jun 2023).
The current exit price of the Catholic Super RetireStable Pension managed fund is $1.41887 per unit and the current entry price is $1.41887 per unit (as at 30 Jun 2023).
The minimum initial investment amount for the Catholic Super RetireStable Pension managed fund is $.
Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.