Super fund performance: Monthly returns to December 2021
Super funds posted returns of 13% last year, making 2021 the 10th positive year in a row.
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.
Super fund performance over 29 calendar years (to December 2021)
In this article we report median super fund performance for 1, 3, 5, 7, 10 and 15 years, up to 30 June 2021 and across five different investment options.
Annual 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 6 calendar and financial years.
Super fees and returns calculator
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.
The big picture: Focus on super’s long-term returns
They say a picture is worth a thousand words, so we’ve created a visual representation of super’s value in the long run.
APRA’s ‘failed’ funds: Be alert but not alarmed
If you are one of the million Australians whose super fund failed APRA’s recent performance test, consider these things before you jump ship.
Pension fund performance to June 2021
Superannuation pension funds delivered stellar returns to retirees in the year to June 2021, with the median Growth fund up a remarkable 20.1%.
What are lifecycle super funds, and how do they perform?
The impressive share market recovery since the end of March last year has boosted returns for all Lifecycle age cohorts during that period, but younger members with higher allocations to shares have enjoyed the best of bounce back.
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?
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.
