The top performers over the last calendar year were International Shares, Australian shares, Global Listed Infrastructure, Global Listed Property and Australian Listed Property. However, all asset classes produced positive returns with cash bringing up the rear.
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 and 5 years and, where available, also over 7, 10 and 15 years.
Most super fund members are familiar with the process of making contributions to their super account. However, they may be less familiar with the process of transferring an asset such as property or shares in or out of their fund without any money changing hands. We take a look at the pros and cons of in specie transfers relating to SMSFs.
If you’re a member of a big super fund, chances are you are a part-owner in an airport, a pipeline or a major shipping port. So why have super funds embraced infrastructure and what’s in it for you as a super fund member?
The investment assets of many super funds are far from transparent – both publicly and for fund members. It’s a situation the government has tried to remedy over a number of years, but from 31 December 2020 all that’s changing.
Although you might want your super fund to produce a good investment return every year, many fund members also want their money invested responsibly and in line with their personal values. To help you ensure your super account is being invested the way you want, we have prepared a simple guide to what responsible investment means when it comes to your super fund.
When it comes to delivering a good investment return to their fund members, super funds mix a variety of investment assets and structures together. To understand what your super fund is doing on your behalf, it’s worth learning a little more about these investments – particularly whether they are listed or unlisted.
Like it or not, investing to grow a retirement nest egg involves taking some risks. Super funds use a variety of strategies to help reduce the inevitable investment risks they face as they work to deliver good investment returns to their members.
When it comes to the investment performance of your super account, funds love to talk about how much they have outperformed the index or benchmark. But what does that really mean? And what the heck is an investment index anyhow?
Diversification can be one the biggest protections against investment risk. We look at how smaller investments can learn from what the big funds do.
In this article you can discover the investment performance for 12 different asset classes over various timeframes. For all asset classes there is data for 1, 3 and 5 financial years, and for most asset classes there is also data over 7, 10 and 15 financial years.
ETFs are a type of low-cost managed fund that can be bought and sold on the Australian Securities Exchange (ASX) just like shares.
ETFs and LICs are like managed funds in that your money is pooled with other investors to create a large portfolio of assets which is professionally managed.
One of the more unlikely outcomes of the recent federal election, apart from the surprise return of the Coalition government, is that many Australians who had never heard of franking credits are now aware of them.
The way the super industry tends to invest your money can be compared to a team sport, which more often than not involves third parties to execute investment strategies on their behalf.