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Home / SuperGuide newsletters / July 2018 Investment special

July 2018 Investment special

Best performing super funds, super investing, investing in retirement, what makes super super?

Highlights of our JULY 2018 Investment special include:

  • BEST PERFORMING SUPER FUNDS: Last year was a good year for super fund returns. The top performing balanced super fund returned 12.5% – more than 1% higher than the next best. Find out which funds performed best over 1 year and 10 years.
  • SUPER INVESTING: Now you know how much the top performers returned, now is a good time to assess your own fund, particularly the investment option you’ve chosen. We also lift the lid on some of the more advanced super investing topics such as unit pricing and crediting rates, buy/sell spreads, listed and unlisted investments and how much your super fund discloses it’s investments
  • INVESTING IN RETIREMENT: What is the 10/30/40 rule, and why is it important for your investments in retirement?
  • INVESTMENT RECKONERS: All our investment calculators have been updated with the latest investment data. Find out the monthly and annual super returns, plus the performance of all the key asset classes.
  • WHAT MAKES SUPER SUPER? There are lots of additional benefits that super provides members beyond saving for retirement. Discover some perks that you might be missing out on.

TOP-PERFORMING SUPER FUNDS FOR 2017/2018 YEAR

Super fund performance over 28 calendar years (to December 2020)

In this article we report median super fund performance for 1, 3, 5, 7, 10 and 15 years, up to 31 December 2020 and across five different investment options.

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Best performing super funds: Balanced category (41–60%)

In this article you can discover the top 10 performing Balanced super funds over 1 year and 10 years to 31 December 2020. Balanced funds have 41-60% invested in growth assets.

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Best performing super funds: Growth category (61–80%)

In this article you can discover the top 10 performing Growth super funds over 1 year and 10 years to 31 December 2020. Growth funds have 61-80% invested in growth assets.

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Industry super funds lead retail funds in assets, satisfaction and performance

APRA statistics released this week show retail funds have lost nearly $23 billion in value since December 2017, while over the same period industry funds grew by nearly $40 billion. This represents a change in value of assets of -6% for retail funds and +4% for industry funds.

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INVESTMENT PERFORMANCE RECKONERS

Monthly super fund performance Reckoner: Monthly returns for 5 investment categories

In our reckoner below you can view the median monthly investment returns for 5 superannuation investment options going back to January 2016.

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Annual super fund performance Reckoner: Annual returns for 5 investment categories

In the reckoners below you can view the median super fund returns for 1, 3, 5, 7, 10 and 15 years across five different investment options.

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Asset sector performance Reckoner

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.

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COMPARING YOUR SUPER FUND’S PERFORMANCE

Is it time to change your super investment option?

If you believe your super fund is not performing as well as you had hoped, or as well as other super funds, what can you do? Here’s our 5-step guide to help you assess whether your super fund’s investment performance is staying with the pack – or lagging the field.

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What are unit pricing and crediting rates and why do they matter?

Understanding your super balance and comparing the performance of your super fund with other funds involves more than just checking fees, super contributions and insurance premiums. It’s also knowing how – and when – your super fund calculates and applies investment earnings to the balance of your super account.

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Do you know what your super fund is invested in?

The investment assets of many super funds are far from transparent – both publicly and for fund members. It’s a situation the government has tried to remedy over a number of years, but from 31 December 2020 all that’s changing.

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10 hidden perks that make your super account even better

Besides being a great way to save for retirement, Australia’s super system offers some valuable – but little-known – benefits for super fund members. Here’s our list of the top 10 super benefits and how they can help improve your financial situation.

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What are listed and unlisted investments and why does it matter?

When it comes to delivering a good investment return to their fund members, super funds mix a variety of investment assets and structures together. To understand what your super fund is doing on your behalf, it’s worth learning a little more about these investments – particularly whether they are listed or unlisted.

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How the 10/30/60 Rule can help achieve your retirement plans

Research first undertaken in the United States nearly 30 years ago found around 90 cents of every one dollar in retirement income comes from the earnings you achieve on your super investments, with only 10 cents coming from your own savings.

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SWITCHING INVESTMENT OPTIONS

How to grow your super: Know your risk profile

What’s your risk profile and why is it key to one of the most important decisions you can make when it comes to boosting your super account?

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What are the buy/sell spreads charged by my super fund?

Buy/sell spread fees are something we’re all likely to see a lot more of thanks to ASIC’s new disclosure rules for annual fund member statements. So just what are these mysterious charges and how do they work?

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How to change your investment option: 6 points to check before you switch

If you’re unhappy with how your super savings have grown, it’s worth considering whether you’re in the right investment option in your super fund. To help you work through the process of making an investment option switch, check out our simple explainer.

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How to choose an investment option for your super pension

Most super funds offer a range of super pension products, so you have lots of choices when it comes to investment options.

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ENCORE: SUPER INVESTMENT FOR BEGINNERS

Super investing for beginners

Just because we may be compelled to have superannuation, is no reason to leave it to its fate. In fact, playing a role in how your super is invested is one of the key ways we can influence its outcome. Here we break down the key concepts to help you gain confidence with the investing side of super.

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How super works
Super for beginners
Super rules
Employers guide to super
Super contributions
Super and tax
Accessing super
Super news
Women and super
Super tips and strategies
How-to guides
Super quizzes
Superannuation Q&As
Superannuation glossary
Super funds
Best performing super funds
Super fund rankings
Best performing pension funds
Pension fund rankings
Super fund average returns
Super investing strategies
Comparing super funds
Choosing a super fund
Choosing an investment option
Super fund fees
Insurance and super
Super fund profiles
SMSFs
SMSFs for beginners
SMSF administration
SMSF checklists
SMSF compliance
SMSF investing
SMSF pensions
SMSF strategies
SMSF Q&As
Plan your retirement
Retirement planning for beginners
When should I retire?
How long will I live?
How much super do I need?
Will I get the Age Pension?
How much will I spend in retirement?
Financial advice
Retiring overseas
Preparing for retirement
Retirement planning strategies
Retirement calculators and reckoners
In retirement
Income in retirement
Super lump sums
Super pensions
Age Pension
Working in retirement
Life in retirement
Senior concessions and services
Aged care
Estate planning
Super death benefits
Compare super funds

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Important: Disclaimer

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 to 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.

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Superguide Pty Ltd ATF Superguide Unit Trust as a Corporate Authorised Representative (CAR) is a Corporate Authorised Representative of Independent Financial Advisers Australia, AFSL 464629

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