Following an end of year rally in December, super funds have made a good start to 2024 with leading superannuation research house SuperRatings estimating the median balanced option generated a return of 1.1% in January. The trajectory of inflation and associated shifts in interest rates remain key areas of conjecture, although they will remain a […]
Media release: Market maintains momentum into 2024 Read More »
Despite returns swinging between positive and negative throughout the year, super funds delivered strong returns for members over 2023, boosted by a share rally in the final quarter of the calendar year. The median Balanced option reported a 2.7% return in December, and 9.6% for the full 2023 calendar year, fully recovering the -4.8% loss
Media Release: Super funds sail through the storm in 2023 Read More »
Expectations of peak inflation drove positive returns across most sectors of the market in November, leading to a bounce in returns following the subdued earnings reported between August and October. Leading research house SuperRatings estimates the median balanced option will deliver a return of 3.1% for the month of November. “Despite the uncertainties around inflation,
Media release: Super fund returns bounce back in November Read More »
A number of property funds have recently acted to modify or restrict redemptions in response to sharply rising interest rates that have created heightened uncertainty and impacted net capital flows into all asset classes, including real estate. The redemption status for several direct property funds currently rated by Lonsec are outlined below. Importantly, the actions
Unlisted Property Funds – Redemption Status Read More »
Leading research house SuperRatings estimates October will see super funds post negative investment performance for the third consecutive month, with the median balanced option expected to post a return of -1.6% for the month of October. “We have observed continued uncertainty around global markets and inflation, which has weighed on returns from shares,” commented Kirby
Media release: October sees further super return volatility Read More »
The past decade has seen enormous growth in the number of sustainable investment products, with many advisers and their clients looking for guidance on how to evaluate these funds’ objectives and holdings. Since the launch of the Lonsec Sustainability Report in 2020, many advisers and their clients have used the reports to help shape their
Lonsec Sustainability Report Read More »
Congratulations to all the winners and nominees for this year’s Fund Manager of the Year Awards. For Lonsec and Money Management, these awards are a celebration of the very best of the funds management industry and we will recognise the very best innovations and products and services that improve the investment outcomes of Australians. As
Money Management 35th Annual Fund Manager of the Year Awards 2023 – Winners Announced Read More »
