Investment Returns

Investments that have the potential for higher returns generally carry greater risk and higher rates of fluctuation. For example, ‘growth assets’ (shares, property etc) have been shown to produce greater returns long-term, although they fluctuate in value over short-term periods. Defensive assets (fixed interest, cash etc) are less likely to lose or gain value, but they do not offer the same rates of return as other, more riskier investment options do.

Christian Super calculates investment returns on a weekly basis, and you may switch between options at any time. Investment switches are generally processed within a week of receipt.

Monthly performance figures are calculated by Christian Super’s custodian, after receipt of information from a wide range of sources. They are generally available on or around the 18th of each month, and will be published here once they become available.

Of course you can always get up-to date performance information by contacting us.

Returns* to 30 June 2020
Option 1 Month Fin YTD 1 Year (p.a.) 3 Year (p.a.) 5 Year (p.a.) 7 Year (p.a.) 10 Year (p.a.)
My Ethical Super 0.79% 0.37% 0.37% 4.81% 5.15% 6.51% 7.07%
Ethical Index Shares 1.69% 0.26% 0.26% n/a n/a n/a n/a
Ethical High Growth 0.97% -0.71% -0.71% 5.64% 5.74% 7.86% 8.22%
Ethical Growth Plus 0.73% -0.25% -0.25% n/a n/a n/a n/a
Ethical Balanced Growth 0.58% 0.02% 0.02% n/a n/a n/a n/a
Ethical
Conservative
Balanced
0.71% 0.46% 0.46% 4.06% 4.44% 5.51% 6.07%
Ethical Stable 0.75% 0.49% 0.49% 3.48% 3.85% 4.76% 5.42%
Ethical Cash 0.06% 1.03% 1.03% 1.40% 1.61% 1.90% 2.60%

Annual returns* (to 30 June) for the last ten years
Option 2019/20 2018/19 2017/18 2016/17 2015/16 2014/15 2013/14 2012/13 2011/12 2010/11
My Ethical Super 0.37% 6.56% 7.66% 8.73% 2.65% 8.32% 11.70% 16.45% 1.03% 8.20%
Ethical Index Shares 0.26% n/a n/a n/a n/a n/a n/a n/a n/a n/a
Ethical High Growth -0.71% 7.64% 10.31% 11.64% 0.44% 11.06% 15.67% 24.28% -3.75% 8.48%
Ethical Growth Plus -0.25% n/a n/a n/a n/a n/a n/a n/a n/a n/a
Ethical Balanced Growth 0.02% n/a n/a n/a n/a n/a n/a n/a n/a n/a
Ethical
Conservative
Balanced ^
0.46% 5.96% 5.85% 6.80% 3.27% 6.83% 9.62% 12.78% 2.16% 7.52%
Ethical Stable 0.49% 5.48% 4.53% 5.39% 3.46% 5.98% 8.19% 9.74% 4.24% 7.01%
Ethical Cash 1.03% 1.61% 1.57% 1.80% 2.03% 2.40% 2.83% 3.65% 4.57% 4.58%


Pension Options

Returns* to 30 June 2020 for the Pension Options
Option 1 Month Fin YTD 1 Year (p.a.) 3 Year (p.a.) 5 Year (p.a.) 7 Year (p.a.) 10 Year (p.a.)
Pension Ethical Index Shares 1.85% 0.79% 0.79% n/a n/a n/a n/a
Pension Ethical High Growth 1.15% -1.00% -1.00% 6.22% 6.34% 8.49% 8.81%
Pension Ethical Growth Plus 0.85% -0.50% -0.50% n/a n/a n/a n/a
Pension Ethical Balanced Growth 0.85% 0.09% 0.09% 5.34% 5.72% 7.21% 7.64%
Pension Ethical Conservative Balanced 0.87% 0.17% 0.17% 4.38% 4.86% 6.02% 6.62%
Pension Ethical Stable 0.86% 0.23% 0.23% 3.72% 4.26% 5.28% 6.01%
Pension Ethical Cash 0.07% 1.24% 1.24% 1.73% 1.93% 2.25% 3.06%

 

Annual returns* (to 30 June) for the last ten years for the pension options
Option 2019/20 2018/19 2017/18 2016/17 2015/16 2014/15 2013/14 2012/13 2011/12 2010/11
Pension Ethical Index Shares 0.79% n/a n/a n/a n/a n/a n/a n/a n/a n/a
Pension Ethical High Growth -1.00% 8.14% 11.95% 12.89% 0.53% 11.38% 16.79% 26.32% -4.98% 9.49%
Pension Ethical Growth Plus -0.50% n/a n/a n/a n/a n/a n/a n/a n/a n/a
Pension Ethical Balanced Growth^ 0.09% 7.04% 9.11% 9.77% 2.92% 8.98% 13.11% 18.85% -0.65% 8.69%
Pension Ethical Conservative Balanced^ 0.17% 6.24% 6.85% 7.61% 3.62% 7.37% 10.62% 14.19% 1.75% 8.46%
Pension Ethical Stable 0.23% 5.66% 5.36% 6.23% 3.93% 6.64% 9.16% 10.93% 4.38% 7.94%
Pension Ethical Cash 1.24% 2.02% 1.92% 2.10% 2.36% 2.80% 3.30% 4.25% 5.33% 5.38%

View Historical returns here. Past performance should not be relied on as an indicator of future performance and does not guarantee such performance.

Footnotes

*Returns are shown after investment fees and taxes (not applicable for pension returns).

^The names of some of our investment options changed on 1 July 2019 (see images below or click here to view our Investment Guide)
Christian Super Investment Name Changes   Christian Super Pension Investment Name Changes