Is my super fund performing?

If you’re serious about saving for retirement then it is important to understand and monitor your super fund’s investment returns (after fees and taxes).

Your super fund’s long-term returns are the key ingredient to a healthy retirement balance, along with your super contributions. Your super fund’s investment returns can change over time depending on what is happening in the investment markets.

This section gives you the opportunity to compare your super fund’s returns with what other super funds are delivering. You can read about the investment returns of the 240-plus large super funds in Australia, as reported by three major rating agencies, and as reported by the Australian Prudential Regulation Authority (APRA) and the Australian Securities & Investments Commission (ASIC).

Set out below are all SuperGuide articles explaining Is my super fund performing?.

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...]

Super funds in red for 2015/2016 year, and down 0.4% for February

The median superannuation growth fund lost 0.4% in value for the month of February 2016, and has lost 1.6% in value over the financial year to date (8 months to February 2016), according to superannuation ratings agency, Chant West.The 0.4% loss in February 2016, follows the hefty 2.3% loss in … [Read more...]

Comparing super funds: Does bigger mean better returns?

Is bigger better when considering where to invest your super money? Do the larger super funds deliver higher longer-term returns than the smaller superannuation funds?The short, and non-contentious, answer of course is: it depends on the super fund, including the asset allocation of the … [Read more...]

Kingpins of super: 20 largest super funds

Note: Each year, the Australian Prudential Regulation Authority releases data on the largest 200 (or so) super funds in Australia. The latest report was released on 10 February 2016. This article lists the largest 20 super funds in Australia, changes in top 20 rankings, the total assets for each of … [Read more...]

MySuper: Now at a super fund near you

If you believe the federal government’s public relations campaign, MySuper can deliver you the equivalent of nirvana in superannuation – low fees, strong investment performance, financial security and a worry-free retirement.Pardon? You haven’t seen the government’s MySuper publicity campaign? I … [Read more...]