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 October 2014
Index Name 1 Mth 3 Mth FYTD 1 Year 3 Year 5 Year 7 Year 10 Year
SR25 High Growth (91-100) Index 1.53% 1.80% 3.49% 9.67% 13.45% 8.79% 2.33% 6.57%
SR50 Growth (77-90) Index 1.32% 1.71% 3.23% 8.78% 12.05% 8.56% 3.06% 6.58%
SR50 Balanced (60-76) Index 1.23% 1.71% 2.89% 8.50% 10.82% 8.18% 3.58% 6.72%
SR25 Conservative Balanced (41-59) Index 1.04% 1.34% 2.29% 6.72% 8.80% 6.89% 3.99% 5.88%
SR50 Capital Stable (20-40) Index 0.74% 1.14% 1.78% 5.72% 7.06% 6.39% 4.43% 5.63%
SR25 Secure (0-19) Index 0.21% 0.62% 0.95% 3.13% 3.69% 3.84% 3.68% 4.38%
SR50 Australian Shares Index 3.45% -0.33% 3.39% 5.82% 12.53% 7.72% 2.47% 8.38%
SR50 International Shares Index 0.37% 4.26% 4.04% 13.33% 17.35% 10.36% 2.28% 4.20%
SR25 Property Index 2.83% 2.34% 4.01% 10.96% 11.14% 8.96% 1.10% 4.53%
SR25 Diversified Fixed Interest Index 0.53% 1.21% 1.49% 5.85% 5.84% 6.53% 6.26% 5.64%
SR50 Cash Index 0.20% 0.57% 0.77% 2.35% 2.98% 3.39% 3.71% 4.14%

Past performance is not a reliable indicator of future performance.

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Media

Super Funds Bounce back from September Losses

November 20th 2014

Following the 0.6% fall recorded in September, Australian superannuation funds bounced back in October with the median Balanced option recording a 1.2% rise for the month. This increased the median return for the Financial Year to date to 2.9%, up from 1.6% at the end of September, with returns over the 12 months to 31 October 2014 now sitting at 8.5%.


SuperRatings Release Findings from their latest Pension Benchmark Report

November 3rd 2014

As a leading provider of research, benchmark and consulting services to the Australian superannuation industry, SuperRatings is pleased to release findings from our latest Pension Benchmark Report.