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Over the course of 2022 our message to investors has been simple. Markets are in a period of transition and with transition comes some pain. The rapid shift from record-low interest rates and liquidity-fueled markets to one of higher interest rates and central banks shrinking their balance sheets has impacted markets. This has been coupled […]
Super funds experienced a turbulent 2022 with heightened inflation driving ongoing interest rate rises and throwing international markets into periods of significant uncertainty. The median Balanced growth option reported a -4.8% return for the 2022 calendar year, making last year the fourth time since 2000 that members have seen balances fall over the year to […]
Leading superannuation research house SuperRatings estimates that the median balanced option generated a return of 2.6% in November, maintaining the momentum from October. While inflation remains elevated, some improvement in equity market sentiment helped funds to regain some of the losses from the beginning of the financial year. Uncertainty remains however, as people prepare for […]
Lonsec and SuperRatings announced the winners of this year’s Fund of the Year Awards at an awards ceremony in Melbourne on Wednesday night. The Lonsec Manager of the Year was awarded to Perpetual Asset Management in recognition of its well-established investment philosophy and process, as well as a long standing and strong investment culture. “Perpetual […]
Can lifecycle MySuper products deliver on their promise of a lower risk position at retirement coupled with competitive returns over a member’s lifetime? Find out how we compare the universe of MySuper products irrespective of whether they follow a lifecycle or single-default strategy. Bill Buttler, Senior Manager, Consulting Camille Schmidt, Market Insights Manager, SuperRatings Please see […]
Can lifecycle MySuper options really deliver a Magic Pudding or is it all just pie in the sky? Experience working with members and employers suggests a real lack of understanding of the difference in approach between a lifecycle product and the alternative ‘single strategy’ product type. Yet in a future environment where legislation such as […]
The challenges of owning a ‘balanced’ portfolio consisting of equities and bonds is front of mind given the broad market volatility that has occurred in 2022. ‘Balanced’ portfolios can differ in the proportion of growth assets they hold, anywhere from 50% – 70% growth and 30% to 50% defensive assets. For the purposes of Lonsec’s […]
RECORDING IS NOW AVAILABLE Lonsec Retire: Understanding a dynamic superannuation landscape The superannuation industry reached a major milestone on the first of July 2022, with the superannuation guarantee system being in place for 30 years. However, it comes at a time of significant market turbulence, with fund performance dipping into the red at the end […]
Super funds continue to face a challenging economic and investment environment, though we have seen a small recovery so far over the month of July. The median balanced option is estimated to have increased by 0.9% over the first 11 days of July. Leading research house SuperRatings has released the top performing funds within its […]
The superannuation industry reached a major milestone on the first of July, with the superannuation guarantee system being in place for 30 years. However, it comes at a time of significant market turbulence, with fund performance dipping into the red this financial year. This is off the back of the growing challenges of inflation and […]
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