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 400-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 12.6% for 11 months to May 2014   Super Guide

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).

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

Each quarter the ATO releases self-managed super fund statistics derived from annual return data. Some of the more interesting data outlines the investments that SMSF trustees choose, and how much SMSF money is invested in the different asset types.

Super funds gain 11.4% for 10 months to April 2014   Super Guide

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).

The super challenge: At what age should I retire? (updated)   Super Guide

Selecting a retirement age, even if you plan to continue some form of work during retirement, can be a difficult decision. In some cases, individuals don’t get a choice about when to retire due to health issues, or due to redundancy in later years and then difficulty finding another job.

Super funds gain 10.5% for 9 months to March 2014   Super Guide

The median superannuation growth fund gained 10.5% in value for the 9 months to 31 March 2014 (although returns stalled for the month of March, delivering a loss of 0.3%).

Super funds gain 10.8% for 8 months to February 2014   Super Guide

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.

Super funds gain 8.4% for 7 months to January 2014 (but lose 1% for January)   Super Guide

The median superannuation growth fund lost 0.9% in value for the month of January, but gained 8.4% for the 7 months to January 2014, and gained 13.1% for the 12 months to January 2014, according to rating company Chant West.

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

In January 2014 APRA published its fourth annual report into the investment performance of Australia’s super funds spanning the 10-year period, and 5-year period, to 30 June 2013.

SMSF confidential: the inside story on DIY super funds   Super Guide

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 late December 2013).

SMSFs outperform large funds 4 years out of 6   Super Guide

A common argument put forward against individuals starting a self-managed super fund is that budding SMSF trustees could lose their hard-earned super savings through and inexperienced investing, and bad investment decisions.