Investment Option Changes
Summary of Investment Options
National Catholic Superannuation Fund (NCSF) and Catholic Super, equivalent Investment Options by asset allocation, objective and risk/return:
| NCSF Investment Option | Catholic Super Investment Option | |
| All Shares |
changes to
|
Aggressive |
| High Growth |
changes to
|
Moderately Aggressive |
| Capital Growth |
changes to
|
Balanced |
| Managed Growth |
changes to
|
Moderately Conservative |
| Managed Stable |
changes to
|
Conservative |
| Cash Plus |
changes to
|
Cash |
| SRI |
changes to
|
Balanced |
| SRI Growth |
changes to
|
Balanced |
Important note:
If you are currently invested in one of the above NCSF investment options your superannuation and/or pension account balance will automatically be transferred to the equivalent Catholic Super option shown above.
SRI Investment Option
If you are in the NCSF SRI or SRI Growth option you will be automatically transferred to the Catholic Super Balanced (default) investment option. Catholic Super has a responsible investment strategy over all of the investment options of the fund. Therefore Catholic Super’s investment strategy does not have a separate SRI investment option.
