Super fund returns

Superannuation fund investment returns.

Super funds see positive returns, just, for 2018

Superannuation funds have just managed to produce positive investment returns for the 2018 calendar year, after fears that losses late in the year would push them into negative territory.

The ‘median growth fund’ (61-80% growth assets) returned 0.8% in 2018, according to Chant West, which is the lowest since 2011. But it also makes the seventh consequtive year of positive investment returns.

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Super funds at risk of first calendar year investment loss since 2011

Superannuation funds are at risk of their first calendar year of investment losses since 2011.

SuperRatings said November was the third consecutive month of investment losses for superannuation funds. They found the median balanced option (accumulation) was down 0.6% for November, and down 1.2% for the financial year to the end of November – putting super fund members at risk of their first annual calendar year loss in seven years.Read More »Super funds at risk of first calendar year investment loss since 2011

Post-GFC returns a “windfall” for super fund members taking long view

Superannuation funds have accumulated more than $1 trillion in the decade since the start of the GFC, creating a “windfall” for fund members who took a long-term view, says SuperRatings. SuperRatings calculates that a super fund member who had a balance of $100,000 just before the start of the GFC… Read More »Post-GFC returns a “windfall” for super fund members taking long view