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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In our reckoner below you can view the median monthly investment returns for 5 superannuation investment options going back to January 2016.
Super funds continued their winning streak in February on positive economic news, despite concerns that markets appear fully valued.
A strong finish for shares and bonds provided stellar returns for pension fund members in 2023, more than wiping out the previous year’s losses.
Super funds surmounted a wall of worries in 2023 to post a return of almost 10%, thanks to buoyant global share markets.
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 9 calendar years and 8 financial years.
While APRA’s annual heatmaps have been delayed until the new year, the results of the annual performance test and new insights released by the regulator shine a light on super funds that are failing to deliver for their members.
Lifecycle funds are designed to reduce risk as you near retirement without sacrificing returns; recent research shows many do just that but you need to know what to look for.
They say a picture is worth a thousand words, so we’ve created a visual representation of super’s value in the long run.
This is difficult to answer because when you are comparing the performance of an industry fund to the performance of a self-managed super fund, it’s difficult to compare like for like.
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