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 2017
Index Name1 Mth Return3 Mth ReturnFYTD Return1 Year Return3 Year Return5 Year Return7 Year Return10 Year Return
SR25 High Growth (91-100) Index0.82%6.13%8.17%14.08%9.70%12.20%9.64%5.07%
SR50 Growth (77-90) Index0.72%5.12%6.99%12.29%8.64%10.91%8.97%5.14%
SR50 Balanced (60-76) Index0.59%4.19%5.93%10.72%8.10%9.66%8.30%5.21%
SR25 Conservative Balanced (41-59) Index0.34%3.22%4.37%8.12%6.18%7.49%6.91%4.96%
SR50 Capital Stable (20-40) Index0.18%2.06%2.81%5.75%4.67%5.59%5.62%4.76%
SR25 Secure (0-19) Index0.11%0.48%0.97%2.05%2.25%2.69%3.25%3.42%
SR50 Australian Shares Index1.99%7.69%8.66%12.51%8.94%10.35%8.21%4.88%
SR50 International Shares Index-0.56%5.41%8.27%16.43%9.90%15.12%11.43%5.25%
SR25 Property Index1.08%4.06%5.95%9.74%9.70%10.04%9.80%4.35%
SR25 Diversified Fixed Interest Index-0.05%0.85%1.29%3.32%2.78%3.68%4.89%5.40%
SR50 Cash Index0.13%0.40%0.79%1.67%1.84%2.12%2.64%3.13%

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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