A- A A+

Super funds have stellar year

Staff reporter |  22 September 2013  |  Investing

Super investing is a long term game. But some years can be a surprise. After some terrible years in the wake of the GFC, last financial year was a good one for professional super investors. The average balanced fund returned 14.7 per cent in 2012-13. There was considerable variance. Some funds returned a paltry 10 per cent, while others earned their members 20 per cent plus. And that can make a huge difference to your retirement funds.

Here are the industry averages:

  • High growth - 20.4 per cent
  • Growth - 17.1 per cent
  • Balanced - 14.7 per cent
  • Australian shares - 21.1 per cent
  • International shares - 26.1 per cent
  • Property - 11.0 per cent
  • Fixed interest - 4.7 per cent
  • Cash - 2.9 per cent

This, of course, is before the extracting of fees and charges. That is rarely reported with any great transparency. And one good year is often followed by a poor year; it is a marathon not a sprint.


Source articles

Similar articles from Investing

SMSFs not to blame for higher property prices

 | 9/26/2013

BlameA closer examination of the evidence suggests that SMSFs are being scapegoated over recent property price rises. In fact, the investments by SMSFs have been modest. Moreover, the recent increase in prices is mainly a recovery after the effects of the GFC, according to one economist.

David Jones under a cloud

Broker reports editor | 9/26/2013

UncertainBrokers are pessimistic about the prospects for the share price of retailer David Jones. The company has aggressively restructured, but analysts believe there is still a way to go. For investors looking for exposure to the retail sector, Myer may be a better choice.

Australians' love affair with property

 | 9/26/2013

Love PropertyAustralians rate property as as safe as cash. That is a brave call when house prices plummeted in many parts of the world after the GFC. But Australia's experience has been quite different and now SMSF investors are eyeing off houses, which is causing the Reserve Bank to worry.

Macquarie Bank makes slow comeback

Broker reports editor | 9/25/2013

DoubtMacquarie Bank was once the darling of the stock market and a potent global player. But then it struggled to survive the GFC and has found the environment much tougher for doing the kind of leveraged deals in which it specialises. Brokers are sitting on the fence, but the dividend yield may attract.

Investors flood into the property market

Broker reports editor | 9/25/2013

InvestorsRushToPropertyMuch of the current house price boom is being driven by investors looking for ways to increase yield. So while housing remains out of reach for many owner occupiers, investors are hunting around. It is a dangerous sign for super investors.



Subscribe to the Personal Super Investor weekly email to keep abreast of developments in SMSF law and investment markets. SMSF investors looking to improve investment returns from shares, property, cash or other specialised investments, will find the PSI weekly newsletter an invaluable resource.

Subscribe now »


The contents of this website are of a general nature only and have not been prepared to take into account any particular investor's objectives, financial situation or particular needs. Our content is not intended to be advice and must not be relied upon as such. You should seek independent advice tailored to your specific circumstances prior to making any decisions. Personal Super Investor does not provide financial product advice or recommend any financial products: Where this website or it derived newsletter/electronic publication refers to a particular financial product, whether it be within our editorial or a 3rd party advertising, advertising promotion or advertorial, then you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the PDS before making any decision about whether to acquire the product. We also recommend that you should seek professional advice from a financial adviser before making any decision to purchase any financial product referred to on this website. We do not make any representation or warranty that any material on the Personal Super Investor website will be reliable, accurate or complete, nor do we accept any responsibility arising in any way from errors or omissions of our content or any content provided by any advertiser appearing the Personal Super Investor website. We will not be liable for loss resulting from any action or decision by you in reliance on the Material (whether editorial or advertising) on the Personal Super Investor website, nor any interruption, delay in operation or transmission, virus, communications failure, Internet access difficulties, or malfunction in your equipment or software. By using the site you acknowledge that we are not responsible for, and accept no liability in relation to any content contained on the site that you may use, including any other users’ use of the Personal Super Investor website in any circumstance. You use the Personal Super Investor website at your sole risk.