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 gain 2.3% for May, and 4% for 2015/2016 year to date

The median superannuation growth fund gained 2.3% in value for the month of May 2016, and gained 5.6% for the 3 months to May 2016, although due to losses in previous months has gained 4.0% over the financial year to date (11 months to May 2016), according to superannuation ratings agency, Chant … [Read more...]

Investment returns after retirement matter: Understanding the 10/30/60 Rule

When Reserve Bank governor Glenn Stevens said ultra-low global interest rates were causing problems for people’s retirement planning, he wasn’t exaggerating. But few realise quite how big the problem is – especially for those already in retirement.Record low global interest rates and low … [Read more...]

Super pensions: choosing an investment option in retirement

Most people think all the hard work is over once they hit retirement, but decisions still need to be made about how to invest your hard-earned super savings.Although people often choose to take their super account balance and invest it themselves during their retirement, super funds are keen to … [Read more...]

Super control: How to switch your super account’s investment option

With super funds set to deliver some disappointing investment returns for the 2015/2016 year, many Australians are worried about their retirement balance. A simple way to boost your savings could be to move some, or all, of your existing super account balance into another investment option within … [Read more...]

Low investment returns on your super: what can you do?

With Australian superannuation funds expected to just fall over the line into positive territory this financial year, the heady days of double-digit investment returns seem a distant memory. This financial year’s poor 1% return (approximately) is likely to have many members questioning how well … [Read more...]

Super funds gain 1.4% for April, and 1.7% for 2015/2016 year to date

The median superannuation growth fund gained 1.4% in value for the month of April 2016, and gained 2.8% for the 3 months to April 2016, although due to losses in previous months has only gained 1.7% over the financial year to date (10 months to April 2016), according to superannuation ratings … [Read more...]

Investment performance: We’re the best super fund. No, we’re the best…

Note: Every 6 months, we update this article with the latest performance data on superannuation funds and pension funds, released by 3 rating agencies. This article contains the investment results for the best performing super funds up to 31 December 2015. For performance data relating to later … [Read more...]

Mirror, mirror… what super fund is the best-performing fund of all?

Note: SuperGuide updates this article every 6 months with the latest performance and super fund data. Discover the best ‘value for money’ super fund for 2016, the super (pre-retirement) fund of the year for 2016, and the pension (retirement) fund of the year for 2016. This article lists the top 10 … [Read more...]

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...]