POWERED BY MOMENTUM MEDIA
Solid October for superfunds
Global equities produced the best return for growth assets in super funds for the month of October, helping the median growth fund record a solid gain of 3.2 per cent for the month, according to Morningstar.
Global equities posted a 6.3 per cent return, followed by global listed property (5.7 per cent), Australian listed property (5.0 per cent), and Australian shares (4.4 per cent).
Overall, median results over the longer term were 7.7 per cent over the year, 11.4 per cent over the three years, and 8.6 per cent over the five years to 31 October 2015.
The best performing growth super funds over the year to 31 October were AMP Balanced Growth (10.2 per cent), AMP Capital Balanced (9.4 per cent), and MLC Growth (9.2 per cent).
The best performing balanced (40 to 60 per cent growth assets) superfunds over the same period were BT Balanced Returns (8.4 per cent), AMP Capital Moderately Conservative (7.8 per cent), and AMP Moderate Growth (7.7 per cent).
Recommended for you
The lower outlook for inflation has set the stage for another two rate cuts over the first half of 2026, according to Westpac.
With private asset valuations emerging as a key concern for both regulators and the broader market, Apollo Global Management has called on the corporate regulator to issue clear principles on valuation practices, including guidance on the disclosures it expects from market participants.
Institutional asset owners are largely rethinking their exposure to the US, with private markets increasingly being viewed as a strategic investment allocation, new research has shown.
Australia’s corporate regulator has been told it must quickly modernise its oversight of private markets, after being caught off guard by the complexity, size, and opacity of the asset class now dominating institutional portfolios.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
92.15 3 y p.a(%)
2
Global X 21Shares Bitcoin ETF
53.24 3 y p.a(%)
3
Global X GlobalX FANG+ ETF
43.15 3 y p.a(%)
4
DomaCom Shoreline North Coogee
36.26 3 y p.a(%)
5
GAM LSA Private Shares AU I
35.87 3 y p.a(%)
