While increased volatility and a late rally were hallmarks of the double digit returns for FY25, super funds have had a smooth start to the new financial year, with leading superannuation research house SuperRatings estimating that the median balanced option returned 1.5% to members over July. “Markets continue to tolerate increased volatility with both Australian […]
Media release: Smooth start to FY26 for super returns Read More »
In a year of extraordinary global events, Australians can find comfort in their retirement balances continuing to grow. The first half of the year brought back some much-needed stability to fund returns; however, the second half saw extreme ups and downs as global events threw markets into turmoil. The final result, a double digit return
Media release: Super returns sail through global turmoil Read More »
Super funds have delivered a third straight year of strong returns, with shares rallying in the final quarter to push full year returns into double digits. Leading superannuation research house SuperRatings estimates that the median balanced option returned 1.4% over the month of June, bringing the return for the year to 30 June 2025 to
Media release: Super fund returns hit double digits for FY25 Read More »
The annual Fund Manager of the Year Awards ceremony was held last night in Sydney, with more than 20 individual and group winners announced. The awards program comprehensively covers the industry’s top performers, including senior professionals, top fund managers, boutique funds, new entrants, as well as the rising stars and leaders of tomorrow. As the research partner
Money Management 37th Annual Fund Manager of the Year Awards 2025 – Winners Announced Read More »
After a small positive result in April, leading superannuation research house SuperRatings estimates that the median balanced option returned 2.6% to members over May. “As we approach the end of the financial year, we see that investors seem to be able to look past tariff uncertainty. Following the positive month, it appears funds are back
Media release: Funds Back on Track with Strong May Return Read More »
April saw volatility spike as markets reacted to Trump’s on again, off again, on again tariffs. Despite the turmoil, Australia’s superannuation funds posted a small positive return for April with leading superannuation research house SuperRatings estimating that the median balanced option returned 0.6% to members. “We saw a strong response from markets to the announcement
Media release: Funds Push Through Trump’s Tariff Turmoil Read More »
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 »
