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.
The good news is the median pension Growth fund (61–80% growth assets) is closing in on a spectacular 10% return, or thereabouts, for the 2025 financial year. After jumping 3% in May, the median pension Growth fund is up 9.8% in the financial year to date – that’s more than 1% higher than the median Growth fund in accumulation phase over the same period.
The strong result was underpinned by positive returns from all major asset classes, especially shares, infrastructure and currency. Investment markets rebounded strongly in May as President Trump backtracked some of the tariff hikes he announced in April.
The bad news is that volatility and uncertainty have increased as markets respond to an escalation of hostilities in the Middle East.
Chant West senior investment research manager Mano Mohankumar says: “The (2025 financial year) experience highlights the importance of remaining patient and not getting distracted by short-term noise.” In other words, members who resisted the itch to switch to a more conservative investment option for their pension fund have been rewarded for their fortitude.
The good news is the median pension Growth fund (61–80% growth assets) has posted another spectacular annual result. After rising  a further 1.6% in June, the median pension Growth fund returned 11.5% in the 2024–25 financial year – that’s 1% higher than the median Growth fund in accumulation phase over the same period.
The strong result was underpinned by positive returns from all major asset classes, notably shares. Investment markets continued to rebound strongly in June as President Trump backtracked or paused some of the tariff hikes he announced in April.
The bad news is that volatility and uncertainty increased as markets responded to an escalation of hostilities in the Middle East and Ukraine.
Chant West senior investment research manager Mano Mohankumar says: “… the 2025 financial year experience highlighted the resilience of share markets and importance of maintaining a long-term focus. Riding out the storm during periods of shorter-term volatility, far more often than not, is the best course of action.” In other words, members who resisted the itch to switch to a more conservative investment option for their pension fund have been rewarded for their fortitude.
Tax-free returns
Future you will thank you
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