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Only one infrastructure super fund made a return
HESTA’s Infrastructure fund is the only infrastructure superannuation fund to have made a return so far this year at 1.72%, according to data.
According to FE Analytics, the average infrastructure super fund lost 10.81% since the start of 2020.
The top three performing funds were funds that invested in real assets – Hostplus IFM Australian Infrastructure (-0.91%), and NGS Infrastructure Option (-1.29%).
Rounding out the top five funds were BT Super RARE Value Infrastructure (Unhedged) at a loss of 9.66%, and OnePath OA Frontier TTR-RARE Infrastructure Value at a loss of 9.94%.
None of the funds have been able to recover losses from the March sell-off induced by the COVID-19 pandemic.
Over the longer term, it was the listed infrastructure funds that topped the charts with Perpetual WF Super Lazard Global Listed Infrastructure fund returning the best at 36.4%, over the five years to 31 August, 2020.
This was followed by CFS FC W Personal Super Colonial First State Wholesale Global Listed Infrastructure Securities at 35.7%, ClearView WealthFoundations Super CFS Infrastructure at 30.95%, and ANZ Smart Choice Super RARE Infrastructure Value at 23.45%.
The sector average was at 27.3% for the same time period.
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TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
Spire Oaktree Opportunities XI First Close USD
66.99 3 y p.a(%)
2
Hills International
63.66 3 y p.a(%)
3
Acadian Global Equity Long Short Class A
36.33 3 y p.a(%)
4
CFS FC Acadian Global Equity Long Short
35.96 3 y p.a(%)
5
DomaCom 4/27 Crombie Avenue Bundall QLD 4217 Australia
32.23 3 y p.a(%)
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