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.

Guest contributor: Franked dividends are not a tax concession

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Note: Although not referenced with reviewing the tax treatment of investments, the Financial System Inquiry final report states that it does not see a strong case for retaining dividend imputation for Australian shares. In plain English, the FSI holds the view that Australian share dividends should … [Read more...]

Super funds deliver 7.1% for year to November 2014, and 0.8% for month

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The median superannuation growth fund gained 0.8% for the month of November 2014 (following a loss of 0.6% in September, and gains of 1.2% and 1% for July and August respectively), according to rating company Chant West. For the 12 months to November 2014, the median growth fund delivered 8.7%, and … [Read more...]

Super funds deliver 8.6% for year to October 2014, and 1.2% for month

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The median superannuation growth fund gained 1.2% for the month of October 2014 (following a loss of 0.6% in September, and gains of 1.2% for July, and 1% in August), according to rating company Chant West. For the 12 months to October 2014, the media growth fund delivered 8.6%, and for the calendar … [Read more...]

Investment performance: Super funds in red for September 2014

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The median superannuation growth fund lost 0.6% for the month of September 2014 (following gains of 1.2% for July, and 1% in August), delivering a gain of 1.7% for the 3 months to September, according to rating company Chant West. Australian listed shares lost 0.6% for the 3 months to 30 … [Read more...]

Super fees: Top 10 cheapest funds in Australia

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Note: This article contains the latest available fee information as at September 2014. In this article you can find the cheapest super funds and the cheapest pension funds. We update this article periodically with fee data issued by SelectingSuper rating company. Latest update was September 2014, … [Read more...]

Super funds gain 1% for month of August 2014

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The median superannuation growth fund gained 1% in value for the month of August 2014 (following 1.2% for July, and reinforcing the strong return of 12.8% for the 2013/2014 year), according to rating company Chant West. Listed shares and property, in particular global shares and property, delivered … [Read more...]

Super for beginners, part 24: Do I have to withdraw my super when I turn 65?

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Q: I retired, sold my large house, downgraded, invested spare money and one month after I invested, I lost $50,000 just like that. I would like to know whether I can keep my super going beyond age 65, maybe to age 67 to help recoup my losses on my outside investment? A: I’m very sorry to read … [Read more...]

Super funds gain 1.2% for month of July 2014

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The median superannuation growth fund gained 1.2% in value for the month of July 2014 (reinforcing the strong return of 12.8% for the 2013/2014 year), according to rating company Chant West. Australian shares and Australian listed property delivered the best returns for the month. Warren Chant, … [Read more...]

Top 10 performing super funds for 2013/2014 year, and for past 10 years

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The latest investment returns are great news for Australian super fund members, and for Australian super funds! The investment performance results for the 2014 financial year (1 July 2013 to 30 June 2014) delivered another double-digit return, and the strong result means the fifth consecutive … [Read more...]

Super for beginners, part 11: Is my super fund good enough?

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Q: I have my super with a major financial organisation. I’m wondering, are they a good company to be dealing with? I feel that their fees are a bit high: based on an investment amount of $300,000 the MER amount is $6,600 (2.2%) plus a monthly admin fee of $8.50. What are your thoughts on this … [Read more...]