Cbus options highly recommended by Lonsec


Following its latest review Lonsec has upgraded the ratings for four Cbus investment options to Highly Recommended.

To date, Cbus is the only industry fund whose options have achieved this high level of rating. These options represent over 90% of the funds managed on behalf of Cbus members, options that are continuing to deliver strong long term returns for our members*.

Lonsec have moved the following investment options to Highly Recommended:

  • Growth (Cbus MySuper)
  • High Growth
  • Conservative
  • Conservative Growth (Cbus Super Income Stream).

Lonsec’s report highlighted that “Cbus has established a strong track record in achieving its investment objectives, and relative to its peer median and industry benchmarks”.

The report further commented on the “well regarded and experienced senior members of the investment team” and Cbus’ “high level of ESG integration relative to peers”.

Cbus Chief Investment Officer Kristian Fok said, “The ratings are solid recognition for the strengths of Cbus’ investment capabilities and for the Cbus internalisation journey as we continue to bring more of our investment management in house.

“The ratings are a recognition of the conviction Lonsec has in the calibre of the team we’ve built, our investment approach, our multi-layered risk management process and the transparency around what we do and how we do it. We have also delivered significant investment fee savings for our members over the last few years.”

Lonsec also noted the strength of Cbus’ investments in the built environment in their report, stating, “Access to the well regarded Cbus Property+ is considered a key competitive advantage”.

Kristian Fok said, “Cbus is especially pleased that Cbus Property has been singled out by Lonsec to be a real strength. Cbus Property has generated strong returns since its inception# and also creates direct jobs for our members in the building and construction industry.

“The team at Cbus are looking forward to working with Lonsec into the future and retaining our Highly Recommended option ratings.”


Media enquiries:

Elisabeth Bowdler, 0412 112 374 or media@cbussuper.com.au

The rating issued 03/2021 Cbus Growth (Cbus MySuper), 03/2021 Cbus Conservative, 03/2021 Cbus Conservative Growth (SIS) and 03/2021 Cbus High Growth are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2020 Lonsec. All rights reserved.

*SuperRatings Benchmark Report 2021 (Cbus). As at 30 June 2020 and over all assessed periods, all diversified portfolios managed by Cbus outperformed respective industry medians. Past performance is not a reliable indicator for future performance.

+Cbus Property Pty Ltd is a wholly-owned subsidiary of United Super Pty Ltd, and is responsible for the development and management of Cbus’ direct property investments.

#Since inception in 2006 to 30 June 2020, Cbus Property has returned 15.26% on average each year. Past performance is not a reliable indicator for future performance.

United Super Pty Ltd ABN 46 006 261 623 AFSL 233792 as Trustee for the Construction and Building Unions Superannuation Fund ABN 75 493 363 262 (Cbus and /or Cbus Super). Refer to Cbus Product Disclosure Statement or Financial Services Guide for more information.