Latest Returns

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The following chart and table shows the performance of key SuperRatings' investment options.

It works similar to major share indices and provides a consistent measurement for super funds and consumers. The SR50 is published to provide a better representation of return medians, ensuring that small funds (with few members) do not have a major impact on the median result.

You can update your selection by clicking the "+" in the more options filter.

Value of $1000 Over Time

Latest Returns to 31 December 2016
Index Name 1 Mth Return 3 Mth Return FYTD Return 1 Year Return 3 Year Return 5 Year Return 7 Year Return 10 Year Return
SR25 High Growth (91-100) Index 3.14% 3.74% 7.72% 8.56% 7.75% 11.96% 8.03% 4.61%
SR50 Growth (77-90) Index 2.78% 3.12% 6.61% 7.65% 7.44% 11.08% 7.99% 4.90%
SR50 Balanced (60-76) Index 2.15% 2.50% 5.52% 7.27% 6.90% 9.84% 7.55% 5.13%
SR25 Conservative Balanced (41-59) Index 1.61% 1.33% 3.72% 5.34% 5.82% 7.78% 6.33% 4.72%
SR50 Capital Stable (20-40) Index 1.04% 0.76% 2.47% 4.57% 4.81% 6.02% 5.71% 4.76%
SR25 Secure (0-19) Index 0.17% 0.26% 0.84% 2.40% 2.67% 3.23% 3.54% 3.82%
SR50 Australian Shares Index 3.70% 3.85% 9.45% 10.33% 6.60% 11.36% 6.88% 4.94%
SR50 International Shares Index 3.15% 4.70% 8.87% 6.63% 8.59% 14.82% 9.47% 3.87%
SR25 Property Index 2.41% 1.13% 2.50% 9.62% 10.82% 10.43% 9.12% 2.93%
SR25 Diversified Fixed Interest Index 0.19% -0.99% -0.06% 3.49% 4.05% 4.61% 5.57% 5.30%
SR50 Cash Index 0.14% 0.42% 0.85% 1.84% 2.09% 2.49% 2.95% 3.50%

Past performance is not a reliable indicator of future performance.

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TOP 10 SUPER FUNDS IN 2016

January 19th 2017

Catholic Super and HOSTPLUS were the top returning super funds in 2016, delivering a 10.1% gain for their members, compared to the median Balanced option return of 7.3%.