Super funds continued their phoenix-like rise from the COVID ashes in March, with the median Growth fund up 1.9% for the month and an extraordinary 12.2% for the first 9 months of the financial year.
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.
Asset sector performance: Returns over 1 to 15 years (to December 2020)
Discover the investment performance for 12 different asset classes over various timeframes. For all asset classes there is data for 1, 3, 5, 7 and 10 financial years, and for most asset classes there is also data over 15 financial years.
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.
Pension fund performance to December 2020
The bounceback in superannuation pension funds, like accumulation funds, continued in the September quarter 2020, albeit at a less exuberant pace than in the June quarter.
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.
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.
What are lifecycle super funds, and how do they perform?
The surprisingly strong share market rally from April through to August resulted in strong positive returns for all Lifecycle cohorts during that period.
What’s really driving the performance of industry funds?
On the surface, industry funds have a lot in common. Not only have they outperformed retail funds, but they have also pioneered largescale investment in unlisted assets. Is that the secret to their success or is there more going on?
Super fees and returns calculator
Wouldn’t it be great if you could see the real impact of fees on your super account? With this in mind, we have created the SuperGuide Super Fees and Return Calculator that enables you to project a future super balance based on your current super balance, salary, age and desired retirement age.
Superannuation funds: Does size really matter?
When it comes to choosing a superannuation fund, it’s natural to think that big is better, but does being big really make a super fund better?
Fund Performance: SMSFs vs APRA super funds
A common argument put forward against individuals starting a self-managed super fund is that budding SMSF trustees could lose their hard-earned super savings through inexperienced investing, and bad investment decisions.