Latest Returns

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The following chart and table shows the performance of key SuperRatings' investment options.

It works similar to major share indices and provides a consistent measurement for super funds and consumers. The SR50 is published to provide a better representation of return medians, ensuring that small funds (with few members) do not have a major impact on the median result.

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Value of $1000 Over Time

Latest Returns to 31 March 2015
Index Name 1 Mth Return 3 Mth Return FYTD Return 1 Year Return 3 Year Return 5 Year Return 7 Year Return 10 Year Return
SR25 High Growth (91-100) Index 0.60% 7.59% 13.70% 16.39% 15.30% 9.22% 5.73% 6.72%
SR50 Growth (77-90) Index 0.62% 6.55% 12.32% 14.58% 13.55% 8.92% 6.03% 6.78%
SR50 Balanced (60-76) Index 0.60% 5.69% 10.72% 13.13% 11.91% 8.66% 5.98% 6.89%
SR25 Conservative Balanced (41-59) Index 0.48% 4.36% 8.90% 10.83% 9.35% 7.27% 5.47% 5.99%
SR50 Capital Stable (20-40) Index 0.44% 2.99% 6.48% 8.29% 7.39% 6.41% 5.47% 5.76%
SR25 Secure (0-19) Index 0.20% 0.62% 2.14% 2.93% 3.63% 3.89% 3.86% 4.32%
SR50 Australian Shares Index 0.24% 9.25% 12.16% 12.72% 14.32% 8.08% 6.43% 8.22%
SR50 International Shares Index 0.75% 8.10% 18.81% 22.10% 19.15% 11.82% 6.20% 5.35%
SR25 Property Index 0.91% 3.83% 10.45% 14.81% 11.62% 9.95% 3.24% 5.21%
SR25 Diversified Fixed Interest Index 0.40% 1.93% 5.30% 7.50% 5.84% 6.64% 6.56% 5.90%
SR50 Cash Index 0.18% 0.58% 1.74% 2.35% 2.75% 3.36% 3.59% 4.06%

Past performance is not a reliable indicator of future performance.

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Media

Super Funds Lose Ground In April

May 18th 2015

Superannuation funds have been hit by difficult investment conditions, with the median Balanced fund falling 0.4 per cent during April. Despite the fall, the wide range of assets within Balanced funds helped quarantine even greater losses during the month.


Low Super Fees Far From Best

April 27th 2015

SuperRatings has completed its 12th year of superannuation industry benchmarking and the results continue to show that fees are not the most important factor to make comparisons between funds. Our findings also provide some interesting discussion points.