The private credit industry has grown rapidly in recent years, emerging as a key alternative to traditional bank lending. Lonsec Research and Ratings has kept pace with this rise by refining their research process in early 2024 to incorporate sector specific risk and challenges. The rise of private credit EY has estimated the size of […]
Media release: Robust methodology key to private market credit research Read More »
Monthly superannuation returns turned negative for the month of February. Despite an uncertain environment, it was only the second negative monthly return for the financial year; however, it was clear that signs of discomfort were emerging as markets digested the looming risks of tariffs and the effects that may result in the global economy. Leading
Media release: Super returns fall as threat of trade war looms Read More »
The Lonsec Group (Lonsec) today announced a strategic realignment of its businesses as it continues to strengthen it capabilities and prepare for future growth. This follows the announcement by parent company Generation Development Group (GDG) earlier today of the acquisition of managed account business, Evidentia Group (Evidentia). Following the acquisition of Evidentia, Lonsec’s research and
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Despite a post-Christmas stumble resulting in December returns falling into the red, it was full steam ahead for funds over 2024, with returns boosting member balances in 10 out of the 12 months in the year. The median Balanced option reported a -0.4% return in December, but 11.1% for the full 2024 calendar year, comfortably exceeding
Leading superannuation research house SuperRatings has just finalised super fund estimated performance for calendar year 2024. It has been a year of surprisingly strong and consistent positive returns for the industry, where Superannuation funds have strongly benefited from international share exposure leading to double digit returns. The median Balanced option expected to return 11.5% return
Media release: Funds deliver 11.5% return for 2024 Read More »
Returns bounced back in November following the subdued October return, led by the strong performance of international shares, particularly in the US, following the outcome of the US presidential election. Superannuation research house SuperRatings estimates that the median balanced option returned 2.4% to members over the month. “Share exposure continued to drive super returns in November. Members
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Funds faced a tougher market over October with superannuation research house SuperRatings estimating that the median balanced option returned 0.2% to members over the month. Most asset classes reported negative returns with international shares and cash the only major asset classes likely to deliver positive returns. For Balanced and Growth style options, their international share
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Historically September has been a more subdued month for superannuation returns, however funds have delivered for members this year with superannuation research house SuperRatings estimating that the median balanced option returned 1.1% to members over the month. This year’s September return is expected to be the first-time in five years that most funds returns will
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