Note: This article provides comprehensive investment performance data for the 2016/2017 financial year, and for the previous 7 financial years. You can discover the performance results for the most popular superannuation fund investment option (Growth: 61-80% in growth assets), and also the performance results for the other 4 main investment options – All Growth (100% in growth assets), High Growth (81-100% in growth assets), Balanced (41-60% in growth assets) and Conservative (21-40% in growth assets, according to superannuation ratings agency, Chant West. (For investment performance figures for the latest calendar year, see SuperGuide article Super funds return 10.8% for 2017 calendar year.)
The median superannuation growth investment option gained 10.8% in value for the 12 months to 30 June 2017, although the median growth investment option had a zero return for the month of June 2017, according to superannuation ratings agency, Chant West. A return for the growth investment option of the median fund is simply choosing the return for the fund in the middle of the list of super funds.
The investment performance result for the 2016/2017 financial year means the median growth superannuation fund has delivered a positive return for the eighth consecutive positive financial year. For investment returns over 1 year, 3, 5, 7, 10 and 15 years to 30 June 2017 for 5 main investment options, see Table 1, later in the article. (For more details on the median growth investment option, including the 8 consecutive positive returns, see Table 4 later in the article).
See Tables 2 to 6, later in the article, for investment returns spanning 7 financial years (from 2009/2010 year to 2016/2017 year) for the 5 investment options (All Growth, High Growth, Growth, Balanced and Conservative).
Note: For an explanation of a growth investment option, a balanced investment option, and a default investment option, and the other main types of investment options see SuperGuide article Superannuation investment: What is the difference between a balanced and growth option?
Join SuperGuide Premium to read the rest of this article
Or login below if you are already a member.
