Latest Returns

Right here, right now

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 28 February 2017
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 1.47% 4.28% 9.26% 15.31% 7.60% 10.73% 8.41% 4.50%
SR50 Growth (77-90) Index 1.29% 3.81% 7.90% 12.67% 7.35% 10.28% 8.40% 4.80%
SR50 Balanced (60-76) Index 1.10% 3.24% 6.60% 11.28% 6.88% 9.21% 7.82% 5.07%
SR25 Conservative Balanced (41-59) Index 0.94% 2.48% 4.53% 8.19% 5.69% 7.27% 6.48% 4.59%
SR50 Capital Stable (20-40) Index 0.61% 1.74% 3.21% 5.92% 4.68% 5.77% 5.64% 4.71%
SR25 Secure (0-19) Index 0.17% 0.53% 1.31% 2.26% 2.54% 3.08% 3.44% 3.73%
SR50 Australian Shares Index 1.57% 4.53% 10.58% 18.85% 6.39% 10.04% 7.58% 4.73%
SR50 International Shares Index 1.55% 4.23% 9.34% 13.31% 8.68% 13.77% 9.99% 3.83%
SR25 Property Index 1.60% 4.08% 4.44% 9.70% 10.34% 10.05% 9.34% 2.91%
SR25 Diversified Fixed Interest Index 0.50% 1.00% 0.65% 2.86% 4.07% 4.51% 5.40% 5.26%
SR50 Cash Index 0.13% 0.42% 1.14% 1.79% 2.07% 2.42% 2.93% 3.45%

Past performance is not a reliable indicator of future performance.

Show/Hide

Media

SUPER FUNDS POST GAINS IN FEBRUARY

March 20th 2017

Despite strong gains in local and global share markets in February, superannuation funds have delivered more moderate performance, with the median balanced option posting a return of 1.1%.