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 30 November 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 1.86% 0.77% 4.97% 5.47% 7.27% 11.13% 8.06% 4.64%
SR50 Growth (77-90) Index 1.56% 0.47% 3.84% 5.15% 7.14% 10.43% 7.93% 4.88%
SR50 Balanced (60-76) Index 1.17% 0.30% 3.36% 5.04% 6.68% 9.42% 7.55% 5.13%
SR25 Conservative Balanced (41-59) Index 0.58% -0.07% 2.24% 4.24% 5.60% 7.57% 6.24% 4.62%
SR50 Capital Stable (20-40) Index 0.20% -0.16% 1.49% 3.60% 4.84% 5.92% 5.61% 4.77%
SR25 Secure (0-19) Index 0.05% 0.23% 0.65% 2.06% 2.64% 3.29% 3.48% 3.79%
SR50 Australian Shares Index 2.43% 0.59% 5.63% 8.74% 5.44% 10.32% 6.87% 4.89%
SR50 International Shares Index 2.61% 1.18% 5.22% 1.12% 8.82% 14.03% 9.47% 3.72%
SR25 Property Index 0.34% -0.55% 1.41% 9.10% 10.41% 10.35% 9.00% 3.31%
SR25 Diversified Fixed Interest Index -0.87% -1.21% -0.31% 3.26% 4.13% 4.79% 5.55% 5.29%
SR50 Cash Index 0.13% 0.41% 0.72% 1.85% 2.11% 2.53% 3.00% 3.53%

Past performance is not a reliable indicator of future performance.

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Media

SANTA RALLY PUSHES SUPER FUND RETURNS TO 5th CONSECUTIVE POSITIVE YEAR

January 4th 2017

Super funds have performed above the ten-year average in 2016, showing the remarkable resilience of Australia’s superannuation system in what has proved to be a highly challenging and eventful year.