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.

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...]

Super funds gain 5.8% for 2015 calendar year

The median superannuation growth fund gained 5.8% in value for the 12 months to December 2015, according to rating company, Chant West. In terms of long-term performance this means the median growth super fund has delivered four calendar years of consecutive positive investment returns. Performance … [Read more...]

Asset classes: Naming the investment winners for the 2015 calendar year

Australian property (both listed and unlisted), private equity and unlisted infrastructure were the stand-out performers for the 2015 calendar year (1 January 2015 to 31 December 2015), according to rating company, Chant West.In the table appearing later in the article, SuperGuide presents the … [Read more...]

SMSFs outperform large funds over 8 years, just

Note: The ATO publishes an annual report about SMSFs for each financial year. This article covers the latest SMSF performance data available from the ATO, as at January 2016. The ATO will provide updated performance data (for year ending 30 June 2015) in late 2016.A common argument put forward … [Read more...]

SMSF confidential: the inside story on DIY super funds

Note: The ATO publishes an annual report about SMSFs for each financial year. This article covers the ATO’s 2013-2014 statistical review of SMSFs (released in December 2015). This report also contains data for the 2014-2015 year. The annual report for the 2014-2015 year will be available in late … [Read more...]

Super funds lose 0.3% for November 2015, but expect positive calendar year

The median superannuation growth fund lost 0.3% in value for the month of November 2015, after gaining 3.2% in value for October 2015, and following a loss of 1.1% in September, and a dramatic 2.9% loss in value in August, according to superannuation ratings company, Chant West.Although the 2.3% … [Read more...]

Investment performance: Super funds gain 3.2% for October 2015

The median superannuation growth fund gained 3.2% in value for the month of October 2015, following a loss of 1.1% in September, and a dramatic 2.9% loss in value in August, according to superannuation ratings company, Chant West.Although the 2.3% median return delivered in July 2015 and the … [Read more...]

SMSF audit: you must appoint an approved SMSF auditor

If you run a self-managed super fund, you must ensure that your SMSF is audited annually by an approved SMSF auditor, registered with the Australian Securities & Investments Commission (ASIC).As SMSF trustee, you also must ensure that you formally appoint your fund’s auditor each year. You … [Read more...]

SMSF investment: Three most popular asset classes, and the rest

Note: We regularly update this article with the latest data on self-managed superannuation funds (SMSFs) released by the Australian Taxation Office. This article contains the latest data available up to November 2015 (for data as at June 2015).Each quarter the ATO releases self-managed super … [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 since August 2015, 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 August, but not surprisingly, … [Read more...]