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 31 July 2019
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 1.09% 1.09% 6.57% 7.21% 6.76% 8.80% 7.51%
Ethical Index Shares 2.10% 2.10% n/a n/a n/a n/a n/a
Ethical High Growth 1.71% 1.71% 7.84% 9.25% 8.17% 11.43% 8.83%
Ethical Growth Plus 1.37% 1.37% n/a n/a n/a n/a n/a
Ethical Balanced Growth 1.25% 1.25% n/a n/a n/a n/a n/a
Ethical Conservative Balanced 1.02% 1.02% 6.17% 5.96% 5.75% 7.25% 6.53%
Ethical Stable 0.76% 0.76% 5.62% 4.95% 4.97% 6.07% 5.84%
Ethical Cash 0.15% 0.15% 1.62% 1.66% 1.87% 2.24% 2.86%
Annual returns* (to 30 June) for the last ten years
Option 2018/19 2017/18 2016/17 2015/16 2014/15 2013/14 2012/13 2011/12 2010/11 2009/10
Ethical High Growth 7.64% 10.31% 11.64% 0.44% 11.06% 15.67% 24.28% -3.75% 8.48% 9.78%
My Ethical Super 6.56% 7.66% 8.73% 2.65% 8.32% 11.70% 16.45% 1.03% 8.20% 7.71%
Ethical Balanced^ 5.96% 5.85% 6.80% 3.27% 6.83% 9.62% 12.78% 2.16% 7.52% 7.08%
Ethical Stable 5.48% 4.53% 5.39% 3.46% 5.98% 8.19% 9.74% 4.24% 7.01% 5.89%
Ethical Cash 1.61% 1.57% 1.80% 2.03% 2.40% 2.83% 3.65% 4.57% 4.58% 3.70%

Pension Options

Returns* to 31 July 2019 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 2.62% 2.62% n/a n/a n/a n/a n/a
Pension Ethical High Growth 1.89% 1.89% 8.34% 10.32% 8.93% 12.41% 9.51%
Pension Ethical Growth Plus 1.69% 1.69% n/a n/a n/a n/a n/a
Pension Ethical Growth 1.41% 1.41% 7.20% 8.22% 7.57% 9.88% 8.21%
Pension Ethical Balanced 1.13% 1.13% 6.44% 6.64% 6.35% 8.01% 7.17%
Pension Ethical Stable 0.89% 0.89% 5.84% 5.56% 5.57% 6.81% 6.53%
Pension Ethical Cash 0.18% 0.18% 2.02% 2.01% 2.23% 2.64% 3.37%

 

Annual returns* (to 30 June) for the last ten years for the pension options
Option 2018/19 2017/18 2016/17 2015/16 2014/15 2013/14 2012/13 2011/12 2010/11 2009/10
Pension Ethical High Growth 8.14% 11.95% 12.89% 0.53% 11.38% 16.79% 26.32% -4.98% 9.49% 11.06%
Pension Ethical Growth^ 7.04% 9.11% 9.77% 2.92% 8.98% 13.11% 18.85% -0.65% 8.69% 8.92%
Pension Ethical Balanced^ 6.24% 6.85% 7.61% 3.62% 7.37% 10.62% 14.19% 1.75% 8.46% 8.01%
Pension Ethical Stable 5.66% 5.36% 6.23% 3.93% 6.64% 9.16% 10.93% 4.38% 7.94% 6.75%
Pension Ethical Cash 2.02% 1.92% 2.10% 2.36% 2.80% 3.30% 4.25% 5.33% 5.38% 4.37%

 

Footnotes

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

^The names of some of our investment options have recently changed. Click here to view our Investment Guide.

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