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?.

The super challenge: At what age should I retire?

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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. Although … [Read more...]

Investment performance: Super funds deliver 2.3% for July 2015

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The median superannuation growth fund gained a robust 2.3% for the month of July 2015, although the returns delivered in July have retreated in the first half of August 2015, according to rating company, Chant West. For the month of July 2015, Australian shares gained 4.3% in value. Over the same … [Read more...]

Top 10 performing super funds for 2014/2015 year, and for past 10 years

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The investment performance result for the 2014/2015 financial year (1 July 2014 to 30 June 2015), for the median growth superannuation fund, has delivered the sixth straight positive annual return, according to rating company, Chant West. The strong investment performance for the financial year … [Read more...]

Super funds gain 9.8% for 2014/2015 financial year

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The median superannuation growth fund gained 9.8% in value for the 12 months to June 2015, according to rating company, Chant West. In terms of long-term performance this means the median growth super fund has delivered six consecutive years of positive investment returns. Performance tables are set … [Read more...]

Asset classes: Naming the investment winners for the 2014/2015 financial year

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International shares (unhedged) and Australian listed property delivered the biggest returns for the 2014/2015 financial year (1 July 2014 to 30 June 2015), according to rating company, Chant West. In the table appearing later in the article, Chant West lists the investment performance of 12 … [Read more...]

THE SOAPBOX: Ban unhedged international shares in default investment options

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Long-term readers of this SuperGuide website may recall my strong support for hedging international investments within default investment options. Alternatively, you can see my position as strong opposition to super funds punting on currency movements when their authority is to invest in … [Read more...]

Super funds deliver 11.9% for 11 months to May 2015

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The median superannuation growth fund gained an impressive 1.4% for the month of May 2015, and gained 11.9% for the 11 months to May 2015. For the 12 months to May 2015, growth super funds are sitting on a 12.1% return, according to rating company, Chant West. Performance tables to 31 May 2015, … [Read more...]

Super funds lose 0.4% for April 2015, but gain 10.9% in 10 months

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The median superannuation growth fund lost 0.4% for the month of April 2015, but has gained 10.9% for the ten months to April 2015. For the 12 months to April 2015, growth super funds are sitting on a 12.4% return, according to rating company, Chant West. Performance tables to 30 April 2015, for … [Read more...]

Super funds deliver 11.1% for 9 months to March 2015

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The median superannuation growth fund gained a moderate 0.7% for the month of March 2015, but an impressive 11.1% for the nine months to March 2015. For the 12 months to March 2015, growth super funds are sitting on a 13.5% return, according to rating company, Chant West. Performance tables to 31 … [Read more...]