Super fund returns bounced back in July, thanks to a strong performance from Australian and international shares.
super fund performance
In our reckoner below you can view the median monthly investment returns for 5 superannuation investment options going back to January 2016.
They say a picture is worth a thousand words, so we’ve created a visual representation of super’s value in the long run.
These days many Australians have their retirement savings in a lifecycle super fund, often by default. All the more reason to understand how they work, how they perform, and who they suit.
In this article we report median super fund performance for 1, 3, 5, 7, 10 and 15 years and across five different investment options.
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 6 calendar and financial years.
When comparing super fund performance, the important figure is returns net of fees over the long term. Our calculator allows you to work this out and more.
Superannuation pension funds delivered another stellar stellar performance to retirees in the year to December 2021, with the median Growth fund (61–80% growth assets) up an impressive 15%.
If you are one of the million Australians whose super fund failed APRA’s recent performance test, consider these things before you jump ship.
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?
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?