CareSuper — Fixed Interest (Income)

Retirement Income Retirement holdings as at 31 December 2025

As at 31 December 2025, the CareSuper Fixed Interest (Income) option disclosed 92 holdings — its largest being PIMCO AUSTRALIA PTY LTD at 24.83%. 0 internally-managed unlisted holdings are disclosed by name only.

Disclosed value

$40,976,881

Disclosed holdings

92

Itemised value shown

$40,976,879

Name only (unlisted)

0

Listed holdings are shown with their disclosed value. We surface disclosed holdings; we don't look through pooled vehicles. See methodology.
Asset-class allocation

Physical holdings by asset class. The synthetic (derivative) effect is the disclosed Schedule 8D Table 3 overlay, shown separately — not netted into the physical figures.

Physical (disclosed holdings)

Asset classWeightingValue (AUD)
Fixed Income
93.07%
$38,432,374
Cash
6.17%
$2,544,505

Synthetic effect (derivatives, Table 3)

Asset classWeighting effect
Fixed Income13.86%
Cash-13.86%
Currency exposure

Physical currency as disclosed (sparsely reported — an undisclosed bucket is shown as such, not inferred). The synthetic (derivative) effect is the Schedule 8D Table 4 overlay, shown separately.

Physical (disclosed)

CurrencyWeightingValue (AUD)
Not disclosed
93.07%
$38,432,374
AUD
5.26%
$2,167,204
USD
0.73%
$296,030
JPY
0.11%
$46,589
GBP
0.04%
$15,117
EUR
0.01%
$5,167
PEN
0.01%
$4,765
NOK
0.01%
$2,681

+ 17 further disclosed currencies, each below 0.01% by weighting.

Synthetic effect (derivatives, Table 4)

CurrencyWeighting effect
AUD49.68%
Currencies of emerging markets-3.10%
Currencies of other developed markets-22.94%
USD-23.63%
Holdings

All 92 holdings disclosed by CareSuper Fixed Interest (Income), largest first, as at 31 December 2025. Each resolved security links to the funds that hold it. Internally-managed unlisted holdings are marked “name only”.

HoldingAsset classCurrencyWeightingValue (AUD)
PIMCO AUSTRALIA PTY LTD Fixed Income24.83%$10,252,025
Janus Henderson Investors (Australia) Institutional Funds Management Limited Fixed Income22.05%$9,105,707
Jamieson Coote Bonds Pty Ltd Fixed Income15.71%$6,487,733
JPMorgan Asset Management (Australia) Limited Fixed Income15.39%$6,354,687
TCW ASSET MANAGEMENT COMPANY Fixed Income15.07%$6,222,381
JP Morgan Chase & Co CashUSD1.08%$447,671
CHALLENGER LTD. CashAUD0.91%$375,908
NATIONAL AUSTRALIA BANK LIMITED CashAUD0.77%$318,982
BANK OF QUEENSLAND LTD. CashAUD0.55%$226,770
COMMONWEALTH BANK OF AUSTRALIA CashAUD0.34%$141,852
JP Morgan Chase & Co CashAUD0.28%$116,901
WESTPAC BANKING CORPORATION CashAUD0.24%$98,532
Credit Union Australia CashAUD0.21%$87,337
CANADIAN IMPERIAL BANK OF COMMERCE CashAUD0.21%$86,605
BENDIGO & ADELAIDE BANK LTD. CashAUD0.18%$73,451
CITIGROUP, INC. CashUSD0.18%$72,477
SUMITOMO MITSUI BANKING CORP. CashAUD0.17%$68,420
MUFG BANK LTD. CashAUD0.16%$67,478
CREDIT AGRICOLE SA CashAUD0.16%$66,036
ING Bank Australia Ltd CashAUD0.16%$65,954
DBS BANK LTD. CashAUD0.16%$65,913
OVERSEA-CHINESE BANKING CORP. LTD. CashAUD0.16%$65,061
UNITED OVERSEAS BANK LTD. CashAUD0.15%$63,215
Goldman Sachs CashAUD0.11%$43,830
BARCLAYS BANK PLC CashAUD0.10%$39,680
UBS AG CashAUD0.09%$38,349
Norfina Ltd CashAUD0.09%$36,675
BARCLAYS BANK PLC CashJPY0.08%$32,293
JP Morgan Chase & Co CashGBP0.07%$27,473
BARCLAYS BANK PLC CashUSD0.06%$23,806
JP Morgan Chase & Co CashEUR0.06%$22,718
MORGAN STANLEY CashUSD0.05%$19,641
SOCIETE GENERALE CashUSD0.04%$18,101
Macquarie Bank Ltd CashAUD0.04%$14,683
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED CashAUD0.03%$10,438
HSBC Bank CashUSD0.02%$10,080
CareSuper Pty Ltd Fixed Income0.02%$9,841
CITIGROUP, INC. CashJPY0.02%$8,004
Macquarie Bank Ltd CashUSD0.02%$7,685
Wells Fargo CashUSD0.02%$7,466
JP Morgan Chase & Co CashSGD0.02%$6,326
JP Morgan Chase & Co CashJPY0.01%$5,891
JP Morgan Chase & Co CashPEN0.01%$4,765
JP Morgan Chase & Co CashNZD0.01%$4,740
BANK OF NEW YORK MELLON CORP. CashUSD0.01%$3,281
JP Morgan Chase & Co CashNOK0.01%$2,681
Macquarie Bank Ltd CashEUR0.00%$1,725
JP Morgan Chase & Co CashSEK0.00%$1,707
CITIGROUP, INC. CashGBP0.00%$1,623
JP Morgan Chase & Co CashCAD0.00%$1,355
JP Morgan Chase & Co CashCNY0.00%$1,261
JP Morgan Chase & Co CashMYR0.00%$1,074
JP Morgan Chase & Co CashCZK0.00%$533
BARCLAYS BANK PLC CashCAD0.00%$520
Macquarie Bank Ltd CashJPY0.00%$401
BARCLAYS BANK PLC CashCZK0.00%$361
CITIGROUP, INC. CashCAD0.00%$354
BARCLAYS BANK PLC CashPLN0.00%$334
MORGAN STANLEY CashEUR0.00%$243
DEUTSCHE BANK AG CashUSD0.00%$204
CITIGROUP, INC. CashAUD0.00%$188
JP Morgan Chase & Co CashPLN0.00%$171
JP Morgan Chase & Co CashHUF0.00%$158
BARCLAYS BANK PLC CashSEK0.00%$113
JP Morgan Chase & Co CashINR0.00%$86
JP Morgan Chase & Co CashRON0.00%$31
JP Morgan Chase & Co CashCHF0.00%$8
JP Morgan Chase & Co CashCOP0.00%$8
JP Morgan Chase & Co CashILS0.00%$7
JP Morgan Chase & Co CashTHB0.00%$4
JP Morgan Chase & Co CashDKK0.00%$2
MORGAN STANLEY CashGBP0.00%$1
JP Morgan Chase & Co CashMXN0.00%$0
Macquarie Bank Ltd CashGBP0.00%$0
MORGAN STANLEY CashAUD0.00%$0
MORGAN STANLEY CashCAD0.00%$0
MORGAN STANLEY CashJPY0.00%$0
CITIGROUP, INC. CashHUF0.00%-$319
NOMURA HOLDINGS, INC. CashUSD0.00%-$679
BNP PARIBAS CashUSD0.00%-$1,358
Goldman Sachs CashUSD0.00%-$1,468
CITIGROUP, INC. CashEUR-0.01%-$2,611
BARCLAYS BANK PLC CashNZD-0.01%-$3,152
Bank of America Merrill Lynch CashAUD-0.01%-$5,054
BARCLAYS BANK PLC CashSGD-0.02%-$8,730
Bank of America Merrill Lynch CashUSD-0.02%-$8,937
BARCLAYS BANK PLC CashGBP-0.03%-$13,980
BARCLAYS BANK PLC CashEUR-0.04%-$16,908
Standard Charted Bank CashUSD-0.08%-$32,581
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED CashUSD-0.19%-$78,172
WESTPAC BANKING CORPORATION CashUSD-0.19%-$78,398
Santander Group CashUSD-0.27%-$112,789

Figures are disclosed by the fund itself under Portfolio Holdings Disclosure (Schedule 8D), as at 31 December 2025. This is factual disclosure information, not financial advice, a rating or a recommendation.

Methodology — how holdings are sourced, resolved and aggregated.

LookThrough shows the actual holdings inside Australian super funds, with cross-fund look-through.

  • 4 of 86 funds
  • 36 of 111 options reviewed
  • 7,010 of 7,168 securities reviewed

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