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.

Another great return! Super funds gain 12.8% for 2014 financial year   Super Guide

The median superannuation growth fund gained 12.8% in value for the 12 months to June 2014, according to rating company Chant West.

Asset classes: Naming the investment winners for the 2014 financial year   Super Guide

Australian and international shares delivered the biggest returns for the 2014 financial year (1 July 2013 to 30 June 2014).

Super funds gain 12.6% for 11 months to May 2014   Super Guide

The median superannuation growth fund gained 12.6% in value for the 11 months to 31 May 2014 (with super funds delivering 1.1% for the month of May).

SMSF investment: Three most popular asset classes, and the rest (updated)   Super Guide

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 11.4% for 10 months to April 2014   Super Guide

The median superannuation growth fund gained 11.4% in value for the 10 months to 30 April 2014 (with super funds delivering 0.8% for the month of April).

Super funds gain 10.5% for 9 months to March 2014   Super Guide

The median superannuation growth fund gained 10.5% in value for the 9 months to 31 March 2014 (although returns stalled for the month of March, delivering a loss of 0.3%).

Super funds gain 10.8% for 8 months to February 2014   Super Guide

The median superannuation growth fund gained 10.8% in value for the 8 months to 28 February 2014 (and returned 2.1% for the month of February) with shares and listed property driving performance.

Super funds gain 8.4% for 7 months to January 2014 (but lose 1% for January)   Super Guide

The median superannuation growth fund lost 0.9% in value for the month of January, but gained 8.4% for the 7 months to January 2014, and gained 13.1% for the 12 months to January 2014, according to rating company Chant West.

APRA league tables: Top 25 performing super funds over 10 years, and 5 years   Super Guide

In January 2014 APRA published its fourth annual report into the investment performance of Australia’s super funds spanning the 10-year period, and 5-year period, to 30 June 2013.

SMSF confidential: the inside story on DIY super funds   Super Guide

The ATO publishes an annual report about SMSFs for each financial year. This article covers the ATO’s 2011-2012 statistical review of SMSFs (released in late December 2013).