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 December 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 0.08% 3.93% 0.45% 5.86% 12.39% 8.40% 9.56% 4.72%
SR50 Growth (77-90) Index 0.15% 3.27% 1.03% 6.03% 11.36% 8.45% 8.97% 5.41%
SR50 Balanced (60-76) Index 0.16% 2.86% 1.28% 5.59% 10.13% 7.88% 8.26% 5.63%
SR25 Conservative Balanced (41-59) Index 0.08% 1.89% 1.11% 4.24% 7.52% 6.56% 7.26% 5.06%
SR50 Capital Stable (20-40) Index 0.11% 1.34% 1.07% 3.31% 5.92% 5.92% 6.25% 5.18%
SR25 Secure (0-19) Index 0.11% 0.45% 0.86% 2.08% 2.93% 3.72% 3.73% 4.11%
SR50 Australian Shares Index 2.40% 6.38% 1.31% 4.34% 9.70% 7.09% 9.80% 5.95%
SR50 International Shares Index -2.01% 2.26% 0.00% 8.81% 18.32% 11.80% 9.74% 4.40%
SR25 Property Index 1.90% 3.73% 5.93% 9.88% 10.07% 9.14% 8.05% 4.62%
SR25 Diversified Fixed Interest Index -0.09% 0.29% 0.82% 1.64% 3.80% 5.51% 5.92% 5.36%
SR50 Cash Index 0.16% 0.47% 0.92% 2.03% 2.31% 2.96% 3.20% 3.83%

Past performance is not a reliable indicator of future performance.

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TOP PERFORMING SUPER FUNDS IN 2015

January 20th 2016

The median Balanced Option recorded a 0.2% gain in December, taking the 2015 calendar year return to 5.6%. While this sits well below the 16.3% and 8.1% returns seen in 2013 and 2014, it is a solid result given volatile market conditions.