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 fees: Top 10 cheapest funds in Australia

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Note: This article contains the latest available fee information as at September 2014. In this article you can find the cheapest super funds and the cheapest pension funds. We update this article periodically with fee data issued by SelectingSuper rating company. Latest update was September 2014, … [Read more...]

Super funds gain 1% for month of August 2014

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The median superannuation growth fund gained 1% in value for the month of August 2014 (following 1.2% for July, and reinforcing the strong return of 12.8% for the 2013/2014 year), according to rating company Chant West. Listed shares and property, in particular global shares and property, delivered … [Read more...]

Super funds gain 1.2% for month of July 2014

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The median superannuation growth fund gained 1.2% in value for the month of July 2014 (reinforcing the strong return of 12.8% for the 2013/2014 year), according to rating company Chant West. Australian shares and Australian listed property delivered the best returns for the month. Warren Chant, … [Read more...]

Top 10 performing super funds for 2013/2014 year, and for past 10 years

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The latest investment returns are great news for Australian super fund members, and for Australian super funds! The investment performance results for the 2014 financial year (1 July 2013 to 30 June 2014) delivered another double-digit return, and the strong result means the fifth consecutive … [Read more...]

Super for beginners, part 11: Is my super fund good enough?

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Q: I have my super with a major financial organisation. I’m wondering, are they a good company to be dealing with? I feel that their fees are a bit high: based on an investment amount of $300,000 the MER amount is $6,600 (2.2%) plus a monthly admin fee of $8.50. What are your thoughts on this … [Read more...]

Investment performance: We’re the best super fund. No, we’re the best…

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Note: Every few months or so, we update this article with the latest performance data on superannuation funds (and pension funds) issued by SuperRatings, SelectingSuper, ChantWest and the Australian Prudential Regulation Authority (APRA). This article contains the latest data for investment … [Read more...]

Investment performance: 22 years of SG delivers 7% a year

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Since Superannuation Guarantee was introduced 22 years ago, the long-term return generated on the typical ‘balanced’ super fund account has been 7.2% a year, according to rating company, SuperRatings. Most Australian workers have their super money invested in a balanced investment option, which … [Read more...]

Mirror, mirror… what super fund is the best-performing fund of all?

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Note: SuperGuide updates this article periodically with the latest performance and super fund data. You can discover the best value superannuation fund of the year for 2014, the super (pre-retirement) fund of the year for 2014, and the pension (retirement) fund of the year for 2014. You can also … [Read more...]

Another great return! Super funds gain 12.8% for 2014 financial year

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The median superannuation growth fund gained 12.8% in value for the 12 months to June 2014, according to rating company Chant West. In terms of long-term performance this means the median growth super fund has delivered five consecutive years of positive investment returns. Performance tables are … [Read more...]

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

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Australian and international shares delivered the biggest returns for the 2014 financial year (1 July 2013 to 30 June 2014), 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, and … [Read more...]