Master trusts

Set out below are SuperGuide articles explaining Master trusts.

Super funds gain 12.9% for year to date (and 4.5% for 3 months to March 2013)

Australian shares and superannuation

The median superannuation growth fund gained 4.5% in value for the 3 months to March 2013 (and 12.9% for the first 9 months of this financial year), with shares and listed property being the stand-out asset classes, according to rating company Chant West. Australian shares rose 8% for the 3 … [Read more...]

Super funds gain 13.2% for year to date (and 2% for February 2013)

Super performance 2013

The median superannuation growth fund gained 2% in value for the month of February (and 13.2% for the first 8 months of this financial year), with Australian shares and Australian listed property being the star asset classes, according to rating company Chant West. Australian shares jumped 5.3% … [Read more...]

Super funds gain 10.9% for year to date (and 2.6% for January 2013)

Super performance

The median superannuation growth fund gained 2.6% in value for the month of January (and 10.9% for the first 7 months of this financial year), with shares and listed property being the star asset classes, according to rating company Chant West. Australian shares jumped 5% for the month of January … [Read more...]

Top 10 performing super funds for 2012 calendar year, and for past decade

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Investment returns for the growth investment options within super funds ranged from a high of 16% through to a low of 9.7%, according to figures released by rating company Chant West. The Top 10 performing super funds for the 2012 calendar year (January 2012 to December 2012), and the top 10 … [Read more...]

Investment performance: Super funds gain 0.9% for October 2012

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The median superannuation growth fund gained 0.9% in value for the month of October (and 5.4% for the first four months of this financial year), with shares and listed property being the star asset classes, according to rating company Chant West. Australian shares rose 2.9% for the month of … [Read more...]

Super fees: Top 10 cheapest funds in Australia

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Note: This article contains the latest available fee information as at 2 November 2012. 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 rating companies, SuperRatings and SelectingSuper. We are often … [Read more...]

Super funds gain 1.5% in September 2012, and 4.3% for quarter

super analysis

The median superannuation growth fund gained 1.5% in value for the month of September, with shares and listed property being the star asset classes, according to rating company Chant West. Global investors more confident, and willing to take risks For the past 3 months to September 2012, the … [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...]

Super funds gain 1.7% for August 2012, softening GFC losses

Stock Market Analyze

The median superannuation growth fund gained 1.7% in value for the month of August, and is close to regaining the losses suffered as a result of the Global Financial Crisis (GFC), according to rating company Chant West. What this means is that it has taken 5 years for super fund accounts to (nearly) … [Read more...]

Super funds gain 1.1% in July 2012, and some optimism returns

field of daisy flowers

The median superannuation growth fund gained 1.1% in value for the month of July, due mainly to the gains associated with Australian shares and listed property trusts (REITs), according to rating company Chant West. Australian shares and REITs deliver in July Australian shares rose 4.2% during … [Read more...]

Top 10 performing super funds for 2011/2012 year

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Investment returns for the growth investment options within super funds ranged from a low of negative 2% (that is a loss of 2%) to a high of 6.4%, according to figures released by rating company Chant West. The Top 10 performing super funds for the 2011/2012 year are listed in the table … [Read more...]

Super funds in black (just) for 2011/2012 year

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The median superannuation growth fund delivered 0.5% for the 12 months to 30 June 2012, which means super funds have delivered a third consecutive positive financial return, according to rating company Chant West. Even so, super accounts have still not recouped all of the losses suffered during the … [Read more...]

Industry funds outperform retail super funds for 2011/2012 year

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Can you feel it? The warm breeze is the collective sigh of relief within the financial services industries that super fund returns are in the black – … well, okay, for most super funds, but not all funds. The median growth fund delivered a return of 0.5% for the 2011/2012 year (compared with … [Read more...]

Super funds lose 2.3% in May, but hope to break even for 2012 year

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The median superannuation growth fund lost 2.3% in value for the month of May, and the median growth fund is sitting on a miserly gain of only 0.2% for the financial year to date (July 2011 to May 2012), according to rating company Chant West. Depending on the performance of investment markets in … [Read more...]

Super funds gain 0.4% in April, but expect loss for 2012 financial year

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The median superannuation growth fund increased 0.4% in value for the month of April, and the median fund is sitting on a gain of only 2.5% for the financial year to date (July 2011 to April 2012), according to rating company Chant West. That’s the good news. The bad news is that there is a strong … [Read more...]