Strong returns for super funds, despite June: SuperRatings

SuperRatings, superannuation fund investment returns, June 2015, financial year 2014/15Despite the drop in June superannuation funds have delivered a “strong result” for the 2014/15 financial year, according to superannuation research firm SuperRatings.

The ‘median balanced’ super fund investment option returned 9.7% for the 2014/15 financial year, with a -2.1% return for the month of June.

SuperRatings says super funds in store for a “bumpy” June

SuperRatings, Chant West, superannuation fund investment performance, May 2015The average superannuation fund had strong investment returns in May, but is likely to have a “bumpy” June, according to superannuation research house SuperRatings.

“Rising investment markets have helped produce a strong return for super fund members with the median Balanced Option providing a 1.0 per cent gain during the month of May,” said SuperRatings.

ESG investment options competitive, finds SuperRatings

Environmental, Social and Governance (ESG) investment options, superannuation, SuperRatingsAn annual survey of Environmental, Social and Governance (ESG) superannuation investment options by independent research company SuperRatings has found “competitive performance” compared to mainstream investment options.

SuperRatings found that ESG balanced funds returned a median of 11.9% in the 12 months to April 2015, compared to 12.0% for the broader SuperRatings SR50 Balanced Index.

Super fund quarterly returns highest in three years

super fund investment returns, SuperRatings, March 2015Superannuation research firm SuperRatings says superannuation funds returned a “healthy” 0.6% in March 2015.

This was down from the “robust” 3.0% return in February, but “achieved despite a 0.1 per cent fall in the ASX200 Accumulation Index and declines in international equities,” said SuperRatings.

Balanced super fund investment option up 8.1% in 2014

Super fund, balanced investment option, 2014, SuperRatingsThe average super fund returned 8.1% in 2014, ahead of an earlier estimate of 7.5%, according to research company SuperRatings.

The median balanced option for super funds returned a “solid” 8.1% in the 2014 calendar year, “exceeding expectations,” said SuperRatings. This follows from a 16.3% gain in 2013 and 11.7% in 2012.

Industry super funds outperform retail funds over 10 years

Industry super funds consistently outperform bank-owned retail super funds, Industry Super AustraliaIndustry super funds have consistently outperformed retail super funds over 1, 3, 5, 7 and 10 year periods, according to Industry Super Australia, based on data from SuperRatings.

Over a 10 year period the statistics show that industry super funds have outperformed “bank-owned funds” by 1.66%, 6.75% to 5.09%.

The difference is smaller for 1 year returns, with industry funds earning 8.30% and retail funds 7.75%, or 0.55% lower.

Super funds up 7.5% in 2014, says SuperRatings

SuperRatings, super funds return 7.5% in 2014Update: SuperRatings have released the final figures for 2014, see Balanced super fund investment option up 8.1% in 2014.

Superannuation funds achieved returns of 7.5% in the 2014 calendar year, an “impressive” result according to superannuation research company SuperRatings.

Just when markets looked like tanking and taking our super funds with them, Australian superannuation funds have defied logic and benefited from a Christmas share market rally to end the year with further gains in December.