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 July 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 2.99% 1.42% 2.99% 13.42% 16.53% 10.31% 6.54% 6.22%
SR50 Growth (77-90) Index 2.77% 1.40% 2.77% 11.82% 14.75% 9.77% 6.54% 6.44%
SR50 Balanced (60-76) Index 2.32% 1.32% 2.32% 10.82% 12.74% 9.19% 6.36% 6.48%
SR25 Conservative Balanced (41-59) Index 1.98% 0.94% 1.98% 8.48% 9.73% 7.52% 5.68% 5.70%
SR50 Capital Stable (20-40) Index 1.24% 0.72% 1.24% 6.40% 7.13% 6.42% 5.42% 5.44%
SR25 Secure (0-19) Index 0.20% 0.37% 0.20% 2.40% 3.34% 3.71% 3.68% 4.25%
SR50 Australian Shares Index 4.03% -0.37% 4.03% 5.79% 14.47% 9.17% 6.93% 7.22%
SR50 International Shares Index 4.42% 4.80% 4.42% 25.18% 23.22% 13.47% 7.68% 5.82%
SR25 Property Index 2.68% 2.36% 2.68% 11.03% 11.08% 10.27% 4.61% 4.73%
SR25 Diversified Fixed Interest Index 0.61% -0.02% 0.61% 4.40% 4.68% 5.88% 6.30% 5.51%
SR50 Cash Index 0.16% 0.48% 0.16% 2.19% 2.50% 3.16% 3.31% 3.91%

Past performance is not a reliable indicator of future performance.

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Roller Coaster Ride Continues

August 18th 2015

Superannuation returns rallied again in July with the median Balanced Fund up 2.2 per cent for the month, a significant turnaround from last month’s 2.0 per cent fall.