Super funds gain 0.4% in April, but expect loss for 2012 financial year
The median superannuation growth fund increased 0.4% in value for the month of April, and the median fund is sitting on a gain of only 2.5% for the financial year to date (July 2011 to April 2012), according to rating company Chant West.
SMSFs outperform large funds 3 years out of 4
A common argument put forward against individuals starting a self-managed super fund is that budding SMSF trustees could lose their hard-earned super savings through and inexperienced investing, and bad investment decisions.
Super funds gain 1.6% for March 2012 (and 5.2% each year for past 10 years)
The median superannuation growth fund increased 1.6% in value for the month of March, and the median fund is sitting on a gain of only 2.3% for the financial year to date (July 2011 to March 2012), according to rating company Chant West.
SMSF investment: Where does all the DIY super money go?
Each quarter the ATO releases self-managed super fund statistics derived from annual return data. Some of the more interesting data outlines the investments that SMSF trustees choose, and how much SMSF money is invested in the different asset types.
Super funds gain 1.9% for February 2012 (and 9.6% each year for past 3 years)
The median superannuation growth fund increased 1.9% in value for the month of February, and the median fund is sitting on a gain of only 0.6% for the financial year to date (July 2011 to February 2012), according to rating company Chant West.
Super funds gain 2.5% for January 2012 (but lose 1.4% for year to date)
The median superannuation growth fund jumped 2.5% in value for the month of January, although the median fund is sitting on a loss of 1.4% for the financial year to date (July 2011 to January 2012), according to rating company Chant West.
Mirror, mirror… what super fund is the best-performing fund of all?
Asking experts and rating agencies for Australia’s best-performing fund can be compared to the vain stepmother in Snow White asking the magical mirror: ‘Mirror mirror on the wall, who in the land is the fairest of all?”.
Asset classes: Naming the investment winners for the 2011 calendar year
Diversification was the key message for 2011, according to Warren Chant of rating company, Chant West. He says that the strong performance of unlisted assets has had a stabilising effect on fund returns in 2011.
Super funds lose 2% for 2011 year (12 months to December 2011)
The median superannuation growth fund lost 2% in value for the 2011 calendar year, although the median fund is sitting on a gain of 2% for the 3 months to December 2011, according to rating company Chant West.
Which super funds have the largest asset allocation to the property sector?
Do you know if anyone publishes a list of the largest super funds in Australia, and also possibly by amount allocated to the property sector?
Super funds gain 3.1% for October 2011 (but lose 2.4% for year to date)
The median superannuation growth fund gained 3.1% in value for the month of October, although still sitting on a loss of 2.4% for the financial year to date (that is 4 months, from July 2011 through to 31 October 2011), according to rating company Chant West.
