Top 10 funds, best asset classes, cheapest super funds, 2012 performance figures
Dear SuperGuide reader
Welcome to a special investment performance edition of SuperGuide, the first of two SuperGuide editions for August 2012.
This special SuperGuide mini-newsletter contains 5 articles covering the following topics:
- SUPER FUNDS IN BLACK (JUST) FOR 2011/2012 YEAR. The median superannuation growth fund delivered 0.5% for the 12 months to 30 June 2012, which means super funds (on average) have delivered a third consecutive positive financial return, according to rating company Chant West.
- TOP 10 PERFORMING SUPER FUNDS FOR 2011/2012 YEAR. The top 10 super funds of the year are… you’ll have to click on the link below to find out.
- …AND THE CHEAPEST SUPER FUND. The answer is just a click away. See the article link further down this page.
- ASSET CLASSES: NAMING THE INVESTMENT WINNERS FOR THE 2011/2012 YEAR, AND OVER 5 YEARS AND 10 YEARS. You may be surprised by the investment categories that starred over the longer term, and the asset classes that struggled. Click on the link below to find out the winners and losers.
- INDUSTRY FUNDS OUTPERFORM RETAIL FUNDS FOR 2011/2012 YEAR. For the inside story on ‘how much’ industry funds outperformed the retail funds in the short-term, and the longer-term, click on the article link below.
COMING UP!
- RETIREMENT PLANNING SPECIAL. The main AUGUST 2012 newsletter, to be published later this month, will include an updated and ever-popular series of articles on how much money is enough, including the sobering impact of reducing your target long-term investment returns from 7% to 5%, and what $1 million or $2 million can now deliver you in annual income in retirement, and lots more.
- SMSF SPECIAL. The main AUGUST 2012 newsletter will also include a hearty batch of Q&As on SMSF-related matters.
Thanks again for your support and interest in SuperGuide.
Trish Power
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INVESTMENT PERFORMANCE
Top 10 performing super funds for 2011/2012 year
Investment returns for the growth investment options within super funds ranged from a low of negative 2% (that is a loss of 2%) to a high of 6.4%, according to figures released by rating company Chant West. The Top 10 performing super funds for the 2011/2012 year are listed in this article. Read more
Super funds in black (just) for 2011/2012 year
The median superannuation growth fund delivered 0.5% for the 12 months to 30 June 2012, which means super funds have delivered a third consecutive positive financial return, according to rating company Chant West. Even so, super accounts have still not recouped all of the losses suffered during the Global Financial Crisis. Read more
Asset classes: Naming the investment winners for the 2011/2012 year
If you’re a regular reader of the daily newspapers, or an avid watcher of the financial news on television, you may be slightly dizzy from the yo-yo effects of the international and Australian sharemarkets. The table set out later in the article lists the performance figures for 13 asset classes (or sub-categories) for investment periods of 3 months, 6 months, 1 year, 3 years, 5 years, and, if applicable, 7 and 10 years. Read more
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COMPARING SUPER FUNDS
Industry funds outperform retail funds for 2011/2012 year
Can you feel it? The warm breeze is the collective sigh of relief within the financial services industries that super fund returns are in the black – … well, okay, for most super funds, but not all funds. Read more
Comparing super funds: Check out the cheapest funds
Rating agency, Selecting Super has conducted some nifty research on the fees that super funds charge, and in generous fashion SelectingSuper regularly releases the highlights of this research for free access by the general public. Read more
