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 January 2018
Index Name1 Mth Return3 Mth ReturnFYTD Return1 Year Return3 Year Return5 Year Return7 Year Return10 Year Return
SR25 High Growth (91-100) Index1.14%3.55%9.24%15.49%9.17%11.57%9.27%6.05%
SR50 Growth (77-90) Index0.91%3.11%8.02%13.58%8.04%10.29%8.72%5.84%
SR50 Balanced (60-76) Index0.84%2.76%6.88%11.92%7.76%9.29%8.13%5.88%
SR25 Conservative Balanced (41-59) Index0.59%1.95%5.00%9.04%5.50%7.20%6.75%5.22%
SR50 Capital Stable (20-40) Index0.39%1.35%3.15%6.09%4.37%5.38%5.55%4.89%
SR25 Secure (0-19) Index0.13%0.39%1.09%1.99%2.02%2.62%3.15%3.38%
SR50 Australian Shares Index-0.22%3.43%8.31%12.96%7.94%9.26%8.10%5.79%
SR50 International Shares Index2.21%4.03%10.60%19.67%9.71%14.66%11.26%6.33%
SR25 Property Index-0.07%2.63%5.48%9.79%7.52%9.39%9.49%4.60%
SR25 Diversified Fixed Interest Index0.04%0.44%1.37%3.16%2.28%3.69%4.82%5.21%
SR50 Cash Index0.14%0.40%0.93%1.66%1.82%2.11%2.62%3.10%

Past performance is not a reliable indicator of future performance.

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Media

Santa rally delivers 10.5% return for super funds in 2017

Date 08/01/2018

Australia’s superannuation funds are expected to deliver double-digit returns over the year, with 2017 marking the sixth
consecutive year of positive returns for super.

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