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 10.8% for 8 months to February 2014

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The median superannuation growth fund gained 10.8% in value for the 8 months to 28 February 2014 (and returned 2.1% for the month of February) with shares and listed property driving performance, according to rating company Chant West. Performance tables for the 5 main investment options offered by … [Read more...]

APRA league tables: Top 25 performing super funds over 10 years, and 5 years

Rewarding

Each year, the superannuation regulator releases the latest performance data on the largest 200 superannuation funds in Australia. In January 2014, the Australian Prudential Regulation Authority (APRA) published its fourth annual report into the investment performance of Australia’s super funds … [Read more...]

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

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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 January 2014 (for data as at September 2013). Each quarter the ATO releases self-managed super … [Read more...]

SMSF confidential: the inside story on DIY super funds

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Note: The ATO publishes an annual report about SMSFs for each financial year. This article covers the ATO’s 2011-2012 statistical review of SMSFs (released in December 2013). This report also contains data for the 2012-2013 year. The annual report for the 2012-2013 year will be available in early … [Read more...]

SMSFs outperform large funds 4 years out of 6

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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 2014. The ATO will provide updated performance data (for year ending 30 June 2013) in early 2015. A common argument put forward … [Read more...]

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

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More good news for Australian fund members, and for Australian super funds! The investment performance results for the 2013 calendar year (1 January to 31 December 2013) are the best returns in 20 years, according to rating company Chant West. The median return for a growth investment option … [Read more...]

20-year high! Super funds gain 17.5% for 2013 calendar year

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The median superannuation growth fund gained 17.5% in value for the 12 months to December 2013, with international shares and Australian shares being the stand-out asset classes, according to rating company Chant West. The median return of 17.5% is the best performance for the past 20 calendar … [Read more...]

Asset classes: Naming the investment winners for the 2013 calendar year

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Australian and international shares delivered the biggest returns for the 2013 calendar year (1 January 2013 to 31 December 2013), 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, … [Read more...]