Important: Past performance is not necessarily a guide to future performance. The returns that super funds achieve will change over time and readers should continue to monitor their super’s performance.
This information is factual information only, provided by Chant West, and SuperGuide doesn’t warrant the accuracy of Chant West’s information. All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate for you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions.
In acknowledgement of the increasing importance of retirement phase in our superannuation system, we are bringing you monthly pension fund returns in addition to our monthly super fund performance update.
Thanks to Chant West, we are providing returns for their five diversified pension fund categories – Conservative, Balanced, Growth, High Growth and All Growth. These are the same categories Chant West uses for accumulation funds and generally hold the same underlying investments. This means pension fund returns are driven by the same factors as accumulation fund returns.
See also: Monthly super returns and Annual pension performance.
After delivering a stellar 11.5% return for the 2024-25 financial year, pension funds kicked off the new financial year in strong fashion, with the median Growth fund (61 to 80% in growth assets) up 1.6% in July.
Chant West Head of Super Investment Research, Mano Mohankumar, says share markets globally were up in July, as markets reacted positively to progress on trade negotiations between the US and several of its major trading partners ahead of the 1 August deadline.
“During the month, the House of Representatives passed the One Big Beautiful Bill Act (President Trump’s core tax and spending policies), which reduced some policy uncertainty. Healthy US corporate earnings results, particularly from most of the mega-cap technology companies, also supported share markets. While geopolitical risks remain, markets largely looked through the ongoing conflict in Ukraine and the Middle East.
“Over the month of July, developed international shares advanced 2% in hedged terms, but the depreciation of the Australian dollar (down from US$0.65 to US$0.64) pushed up the return in unhedged terms to 3.1%. Emerging markets outperformed developed markets delivering 3.8% in unhedged terms, while Australian shares were up 2.4% over the same period. However, Australian and international bonds had relatively flat months with returns of 0% and -0.2%, respectively.”
Tax-free returns
Boost your income in retirement, and make your super last longer
- Interactive tools and calculators give you power to plan
- Step-by-step guides help you put plans into action
- Pension fund rankings reveal how funds are performing
- Tips and strategies to boost your income in retirement
- Comprehensive super and pension rules in plain language
- Newsletters and webinars keep you on top of the current rules
Leave a Reply
You must be logged in to post a comment.