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Media releases, News, SuperRatings

Media release: Returns under pressure as uncertainty builds

Despite the Reserve Bank of Australia raising rates at the start of the month, superannuation balances continued to grow in February. Superannuation research house, SuperRatings, estimates the median balanced option rose by 1.1% over the month.  To the end of February, funds have delivered small but consistent positive returns in most months to drive a respectable 6.3% return for the financial year to date. However, with events currently occurring in the Middle East and inflation expectations […]

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Fixed Income, News

The great Australian bank hybrid phase-out

Michael Elsworth, Manager, Fixed Income, Lonsec In December 2024, APRA announced the phase-out of Additional Tier 1 securities (AT1 or hybrids) as eligible bank capital, a move that will see the $40+ billion Australian bank hybrid market shut by 2032. This announcement of the phase-out of hybrid securities issued by Australian banks has created a

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Alternatives, News

Private debt ‘evergreen’ funds: How managers are addressing liquidity risk

Mike Grdosic, Senior Investment Analyst, Lonsec There have been a significant number of ‘evergreen’ private debt funds launched in Australia over the past few years. A key risk of these funds is the potential mismatch in liquidity as the underlying asset class is illiquid. This insight focuses on the differentiated features of private debt that

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Media releases, News

Media release: Lonsec reveals key market trends

FOR IMMEDIATE RELEASE 12 February 2026 Melbourne, Australia – Lonsec today released new analysis of Australian equity market performance over the 2025 calendar year, highlighting a challenging period for growth strategies, strong dispersion among active managers, and renewed momentum in the small‑cap sector. The findings also point to meaningful structural shifts driven by superannuation fund

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Media releases, News, SuperRatings

Media release: Modest gains for super in January

Super balances continued to grow over the first month of 2026 with leading superannuation research house, SuperRatings, estimating the median balanced option generated a modest return of 0.5% in January.  The January bump is the sixth positive return for members this financial year, with November 2025 the only month funds haven’t added to member balances through investment returns. However, returns are significantly more muted that this time last year with the financial year to date return sitting

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Media releases, News, SuperRatings

Media release: 2025 top super performers revealed

2025 delivered another year of strong returns to superannuation members, with the median Balanced option finishing the year on a high note following a small stumble in November. The median Balanced option reported a 0.3% return in December, and 8.8% for the full 2025 calendar year, below last year’s 11.1%, but comfortably exceeding the long-term

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Media releases, News, SuperRatings

Media release: Fund returns stumble over November

Property and Australian shares weighed on fund returns in November, breaking the seven-month run of positive returns that have been boosting superannuation balances. Leading superannuation research house SuperRatings estimates that the median balanced option returned -0.5% to members over the month.   “We expect most asset classes to have delivered negative returns over the month with

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