POWERED BY MOMENTUM MEDIA
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.
Recommended for you
The Australian Prudential Regulation Authority (APRA) has placed superannuation front and centre in its 2025-26 corporate plan, signalling a period of intensified scrutiny over fund expenditure, governance and member outcomes.
Australian Retirement Trust (ART) has become a substantial shareholder in Tabcorp, taking a stake of just over 5 per cent in the gaming and wagering company.
AustralianSuper CEO Paul Schroder has said the fund will stay globally diversified but could tip more money into Australia if governments speed up decisions and provide clearer, long-term settings – warning any mandated local investment quota would be “a disaster”.
The Super Members Council (SMC) has called for streamlined super reporting to cut costs, boost investment flows, and strengthen retirement outcomes.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
74.26 3 y p.a(%)
2
Global X 21Shares Bitcoin ETF
72.60 3 y p.a(%)
3
Global X GlobalX FANG+ ETF
44.46 3 y p.a(%)
4
Pengana High Conviction Equities B
39.12 3 y p.a(%)
5
Pengana High Conviction Equities A
39.05 3 y p.a(%)
