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 »
Tony Adams, Head of Sustainable Investment Research, Lonsec Research Over the last few years, it seemed that climate action had finally gained serious traction in the finance sector. Major banks joined the Net-Zero Banking Alliance (NZBA), fund managers signed up for initiatives like ClimateAction 100+, and regulators worldwide began warning they would clamp down on
The state of play in climate action from the finance industry 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
Media release: Lonsec Group businesses realigned and poised for further growth Read More »
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 »
Tony Adams, Head of Sustainable Investment Research, Lonsec Research For many investors, the promise of ESG (Environmental, Social and Governance) investing has been evasive. Confusion around what “ESG Investing” actually is has led to many investors becoming disillusioned with their portfolios. So, what is “ESG investing”? Is this the same as ethical, responsible or green
Understanding the difference between ESG, ethical and green investing 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
Media release: Fund returns roll on toward strong full year result Read More »
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
Media release: International shares bolster fund returns in October Read More »
