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 January 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 -0.41% 4.67% 7.44% 12.74% 8.31% 11.08% 8.24% 4.18%
SR50 Growth (77-90) Index -0.28% 4.05% 6.65% 11.01% 7.95% 10.57% 8.39% 4.76%
SR50 Balanced (60-76) Index -0.11% 3.25% 5.43% 9.69% 7.29% 9.31% 7.85% 5.01%
SR25 Conservative Balanced (41-59) Index -0.08% 2.17% 3.72% 6.93% 5.94% 7.44% 6.42% 4.39%
SR50 Capital Stable (20-40) Index 0.10% 1.29% 2.73% 5.52% 4.93% 5.88% 5.74% 4.77%
SR25 Secure (0-19) Index 0.17% 0.42% 1.08% 2.11% 2.54% 3.05% 3.48% 3.75%
SR50 Australian Shares Index -0.78% 5.60% 8.85% 15.09% 7.34% 10.29% 7.57% 4.76%
SR50 International Shares Index -0.79% 5.49% 8.05% 10.98% 8.95% 14.11% 9.82% 3.61%
SR25 Property Index 0.17% 2.30% 2.94% 8.63% 10.37% 9.76% 9.24% 3.24%
SR25 Diversified Fixed Interest Index 0.34% -0.31% 0.28% 2.90% 4.09% 4.51% 5.49% 5.30%
SR50 Cash Index 0.14% 0.43% 1.01% 1.84% 2.10% 2.51% 2.97% 3.50%

Past performance is not a reliable indicator of future performance.

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FUNDAMENTALS POINT TO STRONG 2017 FOR SUPER FUNDS

February 20th 2017

With a packed political calendar in 2017, superannuation investors should remain focused on their long-term objectives and the underlying strength of the economy, according to leading research house SuperRatings.