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 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...]

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

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Note: Every few months or so, we update this article with the latest performance data on superannuation funds (and pension funds) issued by SuperRatings, SelectingSuper, ChantWest and the Australian Prudential Regulation Authority (APRA). This article contains the latest data for investment … [Read more...]

Investment performance: 22 years of SG delivers 7% a year

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Since Superannuation Guarantee was introduced 22 years ago, the long-term return generated on the typical ‘balanced’ super fund account has been 7.2% a year, according to rating company, SuperRatings. Most Australian workers have their super money invested in a balanced investment option, which … [Read more...]

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

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Note: SuperGuide updates this article periodically with the latest performance and super fund data. You can discover the best value superannuation fund of the year for 2014, the super (pre-retirement) fund of the year for 2014, and the pension (retirement) fund of the year for 2014. You can also … [Read more...]

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

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The median superannuation growth fund gained 12.8% in value for the 12 months to June 2014, according to rating company Chant West. In terms of long-term performance this means the median growth super fund has delivered five consecutive years of positive investment returns. Performance tables are … [Read more...]

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

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Australian and international shares delivered the biggest returns for the 2014 financial year (1 July 2013 to 30 June 2014), according to Warren Chant of rating company, Chant West. In the table appearing later in the article, Chant West lists the investment performance of 13 asset classes, and … [Read more...]

Super funds gain 12.6% for 11 months to May 2014

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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). International shares and international property delivered the best returns for the month, according to rating company Chant West. Performance … [Read more...]

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

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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 June 2014 (for data as at March 2014). Each quarter the ATO releases self-managed super fund … [Read more...]

Super funds gain 11.4% for 10 months to April 2014

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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). Listed property delivered the best returns for the month, followed by Australian shares and then international shares, according to rating company … [Read more...]