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.

Investment performance: 23 years of SG delivers 7.6% a year

Since Superannuation Guarantee was introduced 23 years ago, the long-term return generated on the typical ‘balanced’ super fund account has been 7.62% a year, according to regular data released by superannuation ratings company, SuperRatings.Most Australian workers have their super money … [Read more...]

SuperGuide checklist: 10 ways to save your super

The superannuation accounts of Australians have been affected by volatile investment markets in recent months, and you may be tempted not to focus on your super and retirement plans because of this volatility. Although you cannot control the investment markets (but you or your super fund managers … [Read more...]

Comparing funds: How does my super fund rate?

Q: Currently my husband and I invest in a couple of super funds. How can we find out where they rank on performance, compared to other super funds?The ranking on performance can change over time for a particular fund, and the ranking also depends on the particular timeframe that you’re looking … [Read more...]

Investment performance: Super funds lose 2.9% in value for August 2015

The median superannuation growth fund lost a dramatic 2.9% in value for the month of August 2015, due to growing concerns over slowing economic growth in China, according to rating company, Chant West. In contrast to the 2.3% median return delivered in July 2015, the 2.9% loss in value for the month … [Read more...]

Super for Beginners (25 Q&As)

One of SuperGuide’s more popular initiatives has been the development of a ‘Super for Beginners’ section that answers some of the many questions that we receive from those readers who are new to superannuation and new to super’s terminology.The series currently consists of several lead articles, … [Read more...]

Super for beginners, Part 1: I’m new to Australia – help me!

Q: I’m new to Australia and I have no idea where to start with my super in order to have the best outcome 40 years from now. So far, I have had my super spread between 3 industry super funds, as organised by temp employment agencies. I know this is not the way to continue, but I am not sure who to … [Read more...]

Investment performance: Benchmarking super fund returns

Q: What you do is very important, thank you. I am 62 years, retired and draw an account-based pension. What I need is to get sound independent advice about whether I am in the best fund for my needs and how my super fund compares. I am considering changing super funds, but I need to know whether the … [Read more...]

Super for beginners, part 20: Comparing your super fund’s performance

Q: The investment return on my super fund account doesn’t seem to compare with the investment returns that I read about in the newspapers. Are the newspapers wrong, or am I in a rubbish super fund?A: Every month or two (or more recently, every week it seems) the media reports the latest returns … [Read more...]

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

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...]