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.
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 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.
Super funds lose 5.1% in 3 months (to September 2011)
The median superannuation growth fund lost 1.9% of value for the month of September, and has suffered a depressing loss of 5.1% for the financial year to date (that is 3 months, from July 2011 through to 30 September 2011), according to rating company Chant West.
Ban unhedged international shares in default investment options
A failure by large super funds to fully hedge against the Australian dollar on international share investments is what I consider to be a major investment boo-boo. Hedging is used to fully or partially eliminate the impact of foreign currency movements on the value of investments.
Super funds lose 5.5% of value in 7 weeks
The median superannuation growth fund lost 1.5% of value for the month of July, and has suffered a massive loss of 5.5% for the financial year to date (July 2011 through to 19 August 2011), according to rating company Chant West.
Investment performance: We’re the best super fund. No, we’re the best…
A popular question from SuperGuide readers is: what is the best-performing super fund in Australia? Using the term ‘best’ is dangerous in any field because it involves some level of personal judgement…
THE SOAPBOX: Is your super fund gambling with your retirement savings?
Complacency is a dangerous state of mind when you’re investing billions of dollars on behalf of millions of Australians, especially in the wake of the global financial crisis (GFC).
Asset classes: Naming the investment winners for 2011
If you’re a regular reader of the daily newspapers, or an avid watcher of the financial news on television, you may hold the view that the international sharemarkets have been doing rather poorly lately, and that international property as an investment is generally something to avoid.
Super funds deliver 9.2% for 12 months (2010/2011 year)
The median superannuation growth fund delivered 9.2% for the 12 months to 30 June 2011, ahead of the long-term expected annual return of about 7% per annum, according to rating company Chant West.
