Super fund returns

Superannuation fund investment returns.

Growth super funds in the red so far this financial year, conservative funds still positive

The median growth super fund investment option is in the red for the financial year to date, according to Chant West, while the conservative option is estimated to still be in the black. Super funds have had a “mixed start” to investment returns in 2019/20, said research firm Chant West,… Read More »Growth super funds in the red so far this financial year, conservative funds still positive

Super funds break record with tenth year of positive returns

Superannuation funds have made it to a record-breaking tenth consecutive year of positive investment returns. According to Chant West, the ‘median growth fund’, with 61%-80% in growth assets and representing the fund most Australians have, was up 7% for the 2018/19 financial year. Chant West senior investment manager Mano Mohankumar… Read More »Super funds break record with tenth year of positive returns

Super funds heading for disappointing, but positive, 2018/19 returns

Super funds are likely heading for a disappointing, though positive, investment return for the 2018/19 financial year. SuperRatings said super funds were facing a “grim” financial year, given challenges to global growth following “sharp” losses in the December quarter. SuperRatings has the ‘median balanced option’ at 3.2%, which “so far… Read More »Super funds heading for disappointing, but positive, 2018/19 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.

Read More »Super funds see positive returns, just, for 2018

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