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.

You can update your selection by clicking the "+" in the more options filter.

Value of $1000 Over Time

Latest Returns to 31 March 2016
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 2.27% -2.73% -1.78% -4.16% 9.20% 7.54% 9.96% 3.95%
SR50 Growth (77-90) Index 1.97% -1.70% -0.64% -2.30% 8.82% 7.59% 9.39% 4.58%
SR50 Balanced (60-76) Index 1.71% -1.07% -0.06% -1.19% 8.00% 7.19% 8.60% 5.04%
SR25 Conservative Balanced (41-59) Index 1.06% -0.70% 0.33% -0.76% 6.25% 6.00% 7.59% 4.49%
SR50 Capital Stable (20-40) Index 0.90% 0.26% 1.32% 0.77% 5.24% 5.52% 6.50% 4.84%
SR25 Secure (0-19) Index 0.20% 0.49% 1.42% 1.53% 2.71% 3.54% 3.79% 4.03%
SR50 Australian Shares Index 4.08% -2.32% -1.36% -6.86% 5.90% 5.88% 9.76% 4.90%
SR50 International Shares Index 0.36% -4.58% -4.66% -4.05% 14.53% 10.20% 10.45% 2.88%
SR25 Property Index 1.91% 3.03% 8.99% 8.33% 10.07% 9.14% 10.52% 4.45%
SR25 Diversified Fixed Interest Index 0.52% 1.48% 2.45% 1.47% 4.00% 5.54% 6.24% 5.53%
SR50 Cash Index 0.16% 0.48% 1.41% 1.93% 2.30% 2.84% 3.10% 3.76%

Past performance is not a reliable indicator of future performance.

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Media

INSURANCE – WHEN IS ENOUGH, ENOUGH?

May 2nd 2016

Insurance premium increases continue to be a feature of the superannuation landscape. Whilst there are a range of default sums insured and different premium rates across funds, it is evident that some commentators and superannuation funds alike are beginning to question the value of providing default insurance benefits through a superannuation fund or through non-superannuation policies at the request of the individual member.