SuperGuide’s Asset Sector Performance reckoner allows you to compare the investment performance of various asset classes over the short, medium and long term.
The reckoner covers 12 asset classes over 1, 3, 5, 7 and 10 years and, where available, also over 15 years. If you are one of the majority of super fund members with money in your fund’s Growth option (61% to 80% in growth assets), you will likely have a portion of your money in each of these 12 assets sectors.
|Australian Shares||15 years|
|International Shares (Hedged)||15 years|
|International Shares (Unhedged)||15 years|
|Private Equity||10 years|
|Australian Listed Property||15 years|
|Global Listed Property||15 years|
|Unlisted Property||10 years|
|Global Listed Infrastructure (Hedged)||10 years|
|Unlisted Infrastructure||10 years|
|Australian Bonds||15 years|
|International Bonds (Hedged)||15 years|
We are grateful to Chant West for providing this information because it can help readers to better understand the short-term and long-term performance of different assets over time. This can help with the selection of investment options for your super fund or in determining your investment strategy if you have an SMSF.
As you can see, short-term performance is an unreliable guide to the returns you can achieve from individual asset classes in the long run. It also becomes clear that having a diversified portfolio with a mix of assets will help smooth returns from year to year which is important if you have a low tolerance for short-term market volatility.
Below we have split the performance data by financial year and by calendar year, each for the last 5 years. To use the reckoner just click on the blue filter buttons to select the Asset type and/or Financial year that would like to filter by. Just select the options you are interested in, and then click the green OK button. The results will then appear based on your selection.
Alternatively, you can simply browse through the results if that suits you better.
Asset sector performance by financial year
|Order||Asset type||Financial year|
|wdt_ID||Order||Asset type||Financial year||1 yr (%)||3 yrs (% per yr)||5 yrs (% per yr)||7 yrs (% per yr)||10 yrs (% per yr)||15 yrs (% per yr)|
Asset sector performance by calendar year
|Asset type||Calendar year|
|wdt_ID||Order||Asset type||Calendar year||1 yr (%)||3 yrs (% per yr)||5 yrs (% per yr)||7 yrs (% per yr)||10 yrs (% per yr)||15 yrs (% per yr)|