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 32 calendar years (to December 2024)
Super funds went above and beyond in 2024, with the median Growth fund up 11.4% and even the most conservative investment options performing strongly.
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 2024. Balanced funds have 41-60% invested in growth assets.
Best performing super funds: Growth category (61–80%)
While a host of new entrants made the top 10 in 2024, over 10 years the top performers are remarkably stable and a much better indicator of long-term excellence.
INVESTMENT PERFORMANCE RECKONERS
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.
Super fund performance reckoners: Annual returns for 5 investment categories
In these reckoners you can view the median super fund returns for 1, 3, 5, 7, 10 and 15 years across five different investment options for the last 10 calendar years and 9 financial years.
COMPARING YOUR SUPER FUND’S PERFORMANCE
Is it time to change your super investment option?
Your current investment option plays a big role in determining the investment return your super receives each year. Maybe it’s time to take a closer look.
What are unit pricing and crediting rates and why do they matter?
Ever wondered how your super fluctuates over time? Understanding unit prices and crediting rates is the key to unlocking how your fund calculates returns.
Do you know what your super fund is invested in?
More disclosure of the investment assets held by your super fund makes for interesting reading and can help you compare different investment options.
Hidden perks that make your super account even better
We’ve done the digging to help you make the most of what your super fund has to offer.
The importance of the 10/30/60 Rule to your retirement income
The investment return on your super pension account is just as important as the returns you earn on your super while you are working, as this simple ‘rule of thumb’ demonstrates.
SWITCHING INVESTMENT OPTIONS
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What are the buy/sell spreads charged by my super fund?
Could you be overlooking some of the costs in your super? Find out how buy/sell spreads can take a bite of the pie.
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.
How to choose an investment option for your super pension
Selecting the right investment option for your super pension has a big impact on how much money you can spend during your retirement years.
ENCORE: SUPER INVESTMENT FOR BEGINNERS
How to invest your superannuation: Super for beginners guide
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.