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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 […]
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 […]
Full List of Winners Lonsec and SuperRatings 2022 Fund of the Year Awards Lonsec Manager of the Year Perpetual Asset Management Lonsec Multi-Asset Fund of the Year Perpetual Diversified Real Return Fund – Class Z units Lonsec Active Global Equity Fund of the Year Ironbark Royal London Concentrated Global Share Fund Lonsec […]
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 […]
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 […]
We found that 90% of trustee directed options are estimated to pass the performance test in its current form based on 30 June 2022 data. This is an improvement from the March 2022 data which estimated that 20% of the options assessed would have failed the test. The volatile market over the second half of […]
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 […]
Leading superannuation research house SuperRatings estimates that the median balanced option delivered a return of 3.1% in July, with funds posting a strong recovery of earlier losses. Australian and global equity markets drove the recovery, notably the S&P/ASX 300 Information Technology Sector Index posted a return of 15.4% for the month. The cash rate rose […]
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