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 28 February 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 4.46% 8.57% 13.06% 14.80% 15.82% 10.06% 5.35% 6.63%
SR50 Growth (77-90) Index 3.66% 7.50% 11.73% 13.44% 14.20% 9.64% 5.80% 6.64%
SR50 Balanced (60-76) Index 2.96% 6.29% 10.29% 12.05% 12.29% 9.12% 5.74% 6.81%
SR25 Conservative Balanced (41-59) Index 2.06% 4.92% 8.25% 10.08% 9.54% 7.51% 5.37% 6.00%
SR50 Capital Stable (20-40) Index 1.35% 3.40% 6.01% 7.79% 7.59% 6.64% 5.35% 5.71%
SR25 Secure (0-19) Index 0.21% 0.62% 2.02% 2.96% 3.63% 3.95% 3.81% 4.37%
SR50 Australian Shares Index 6.20% 10.85% 11.77% 12.78% 14.80% 9.18% 5.82% 8.03%
SR50 International Shares Index 4.48% 9.22% 18.66% 19.02% 20.19% 12.44% 5.90% 5.24%
SR25 Property Index 0.53% 4.34% 9.49% 14.53% 11.64% 10.45% 3.24% 4.97%
SR25 Diversified Fixed Interest Index 0.26% 2.18% 4.91% 7.19% 5.87% 6.68% 6.59% 5.83%
SR50 Cash Index 0.18% 0.60% 1.57% 2.40% 2.80% 3.42% 3.62% 4.09%

Past performance is not a reliable indicator of future performance.

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Super Funds Continue To Rally

April 21st 2015

Despite a tough month on most markets, the median balanced superannuation fund produced a healthy 0.6 per cent gain during March. Although the result was down on last month’s robust 3 per cent increase, the March return was achieved despite a 0.1 per cent fall in the ASX200 Accumulation Index and declines in international equities, with the MSCI World Ex-Australia Net TR Index recording a 1.5 per cent fall for the month.