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 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...]

Super funds lose 2.3% in value for January 2016

The median superannuation growth fund lost 2.3% in value for the month of January 2016, and has continued to lose value in February, according to superannuation ratings agency, Chant West.The 2.3% loss in January 2016, follows the 0.1% gain in December 2015, the loss of 0.3% in November 2015, a … [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 for the past few months, 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 January and February 2016, … [Read more...]

Super stars! Top 30 super funds over 5 years

Note: This article lists the 30 top-performing super funds over 5 years to 31 December 2015. For the top-performing pension (retirement) funds, see SuperGuide article Super performers! Top 30 pension (retirement) funds over 5 years.The investment performance articles on the SuperGuide website … [Read more...]