After a positive start to the new financial year, super fund returns faced modest headwinds in August with the median balanced option delivering an estimated return of -0.1% according to leading superannuation research house SuperRatings. The trajectory for inflation remains a key driver for markets with uncertainty around central bank’s rates pathway remaining front of […]
With superannuation funds finalising their returns to 30 June 2023, it is clear that super has delivered a competitive outcome during uncertain times. This is particularly pleasing following the -3.4% loss reported a year ago. Share markets rebounded strongly over the year with international shares driving fund returns, albeit well supported by Australian shares. All […]
Equity markets remained strong over June with the superannuation industry closing out the year with returns that more than made up for last year’s losses. Leading superannuation research house SuperRatings estimates that the median balanced option returned 1.2% over the month of June, strengthening an already positive annual return to 8.5% for the year to […]
Stubbornly high inflation and a return to tightening monetary policy by the Reserve Bank of Australia has led to persistent uncertainty in markets over the past year. Superannuation fund returns are expected to be slightly negative over the month, with leading superannuation research house SuperRatings estimating the median balanced option generated a return of -0.2% […]
Markets continued their upward trajectory in April with leading superannuation research house SuperRatings estimating the median balanced option generated a return of 1.2% for the month, driven by continued momentum in Australian and global equities. However, inflation continues to sit well above central bank targets and the Reserve Bank of Australia defied expectations by increasing […]
It has been a busy start to 2023 for the industry, with regulatory change ongoing and the need to have the right frameworks to assess member outcomes over time more important than ever. In this edition, we provide an update on SuperRatings’ annual review and research themes for the industry. What are the pressures facing […]
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 […]
Leading superannuation research house SuperRatings estimates that the median balanced option generated a return of 3.0% in October, providing a boost to members’ balances. In November, we again saw a 25-basis point rise in Australia’s cash rate, with markets focused on whether this is a signal that future rate rises are moderating, or the Reserve […]
SuperRatings supports benchmarking of the industry, although understanding its nuances remains a significant exercise. We believe there are key areas of the Your Future, Your Super legislation which could be improved and are supportive of Treasury’s review and have made a submission reflecting this. The performance test is increasing the awareness of tracking error relative […]
Leading superannuation research house SuperRatings estimates that the median balanced option delivered a return of -0.5% in August, driven by losses across developed markets following an accelerated interest rate response to inflationary pressures. Another 50-basis point increase in the Reserve Bank of Australia’s cash rate saw it reach 2.35% in August, the fifth consecutive rise […]
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