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Super generates 8.1 per cent return
The latest Australian Prudential Regulation Authority (APRA) quarterly superannuation performance data has revealed an annual industry-wide rate of return for the year ending September of 8.1 per cent.
The data, released today, also recorded that the five-year average annualised rate of return was 7.3 per cent.
It said that over the September 2018 quarter, total assets increased by 1.8 per cent (or $34.9 billion) to $1.9 trillion.
“As at the end of the September 2018 quarter, 51.5 per cent of the $1.7 trillion investments were invested in equities, with 24.7 per cent in international listed equities, 22.8 per cent in Australian listed equities and 3.9 per cent in unlisted equities,” the APRA analysis said.
“Fixed income and cash investments accounted for 31.1 per cent of investments, with 21.0 per cent in fixed income and 10.1 per cent in cash. Property and infrastructure accounted for 13.6 per cent of investments and 3.8 per cent were invested in other assets, including hedge funds and commodities.”
It said superannuation assets totalled $2.8 trillion at the end of the September quarter, with total assets in MySuper products standing at $695 billion.
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The fund has achieved double-digit returns amid market volatility, reinforcing the value of long-term investment strategies for its members.
Australian super funds notched a third consecutive year of strong returns, with the median balanced option delivering an estimated 10.1 per cent over the 2024-25 financial year, but an economist has warned that the rally may be harder to sustain as key risks gather pace.
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