Investment performance

Investment performance (or investment returns) is the term often used to describe how much a super fund made during a period, typically over 12 months, or 3 years, or 5 years or 10 years. The investment performance is often expressed as a percentage, for example, ABC super fund delivered a return of 10% for the 12 months ending 30 June.

Set out below are all SuperGuide articles explaining Investment performance.

Super funds up 1.8% for March, but in red for 2015/2016 year?

The median superannuation growth fund gained 1.8% in value for the month of March 2016, but lost 1.1% for the 3 months to March 2016, and gained a meagre 0.1% in value over the financial year to date (9 months to March 2016), according to superannuation ratings agency, Chant West.The 1.8% gain … [Read more...]

Doubling your wealth is a super compound: Rule of 72

The level of investment return you can expect on your super account, or other type of investment, has been a hot topic recently. Volatile share markets and record low interest rates have prompted super funds and fund managers to temper the expectations of investors in relation to long-term returns … [Read more...]

Super funds in red for 2015/2016 year, and down 0.4% for February

The median superannuation growth fund lost 0.4% in value for the month of February 2016, and has lost 1.6% in value over the financial year to date (8 months to February 2016), according to superannuation ratings agency, Chant West.The 0.4% loss in February 2016, follows the hefty 2.3% loss in … [Read more...]

Comparing super funds: Does bigger mean better returns?

Is bigger better when considering where to invest your super money? Do the larger super funds deliver higher longer-term returns than the smaller superannuation funds?The short, and non-contentious, answer of course is: it depends on the super fund, including the asset allocation of the … [Read more...]

Kingpins of super: 20 largest super funds

Note: Each year, the Australian Prudential Regulation Authority releases data on the largest 200 (or so) super funds in Australia. The latest report was released on 10 February 2016. This article lists the largest 20 super funds in Australia, changes in top 20 rankings, the total assets for each of … [Read more...]

Super funds lose 2.3% in value for January 2016

The median superannuation growth fund lost 2.3% in value for the month of January 2016, and has continued to lose value in February, according to superannuation ratings agency, Chant West.The 2.3% loss in January 2016, follows the 0.1% gain in December 2015, the loss of 0.3% in November 2015, a … [Read more...]

Markets bear down on super during 2015/2016 year

Share markets around the world seem to be seesawing between freefalling and bouncing, and for the past few months, Australia’s share market has come down with a serious case of bear market. Okay, perhaps bear market may be a bit strong, until we have a few more months like January and February 2016, … [Read more...]

Super stars! Top 30 super funds over 5 years

Note: This article lists the 30 top-performing super funds over 5 years to 31 December 2015. For the top-performing pension (retirement) funds, see SuperGuide article Super performers! Top 30 pension (retirement) funds over 5 years.The investment performance articles on the SuperGuide website … [Read more...]

Retirement performers! Top 30 pension funds over 5 years

Note: This article lists the 30 top-performing pension (retirement) funds over 5 years to 31 December 2015. For the top-performing super funds, see SuperGuide article Super stars! Top 30 super funds over 5 years.Discovering the best-performing super funds is always exciting reading (at least for … [Read more...]

Top 10 performing super funds for 2015 calendar year, and for past 10 years

The investment performance result for the 2015 calendar year (1 January 2015 to 31 December 2015), for the median growth superannuation fund, has delivered the fourth straight positive calendar year return, according to rating company, Chant West.The modest investment performance for the 2015 … [Read more...]