POWERED BY MOMENTUM MEDIA
Super returns start 2018 in positive territory
2017 proved to be another positive year for Australian superannuation funds, according to the latest analysis released by SuperRatings.
The specialist superannuation research and ratings house noted that superannuation funds looked set to finish a sixth consecutive calendar year of double-digit returns on the back of a reasonably strong December performance helped along by a late rally in Australian shares.
According to SuperRatings, the SR Balanced (60-76) Index, used to measure balanced super fund returns, was estimated to rise 0.6 per cent in December, bringing the annual return for 2017 to 10.5 per cent.
It said Australian shares had been the main drivers of growth through December, offset by negative performance from global shares, which also comprised a significant proportion of most super fund portfolios.
Commenting on the findings, SuperRatings chief executive, Kirby Rappell said he believed investors would be starting 2018 on the front foot despite some of the challenges which had been experienced during the year.
“For Australian investors, it was a frustrating year in many respects, with the share market rallying in fits and starts. However, a falling Australian dollar in the latter part of the year did help boost returns for funds’ international share exposures,” he said.
AUTHOR
Mike Taylor
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(%)
