Author Archive for: Kirby Rappell

Entries by Kirby Rappell

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Media release: Super fund returns bounce back in November

Expectations of peak inflation drove positive returns across most sectors of the market in November, leading to a bounce in returns following the subdued earnings reported between August and October. Leading research house SuperRatings estimates the median balanced option will deliver a return of 3.1% for the month of November. “Despite the uncertainties around inflation, […]

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Media release: October sees further super return volatility

Leading research house SuperRatings estimates October will see super funds post negative investment performance for the third consecutive month, with the median balanced option expected to post a return of -1.6% for the month of October. “We have observed continued uncertainty around global markets and inflation, which has weighed on returns from shares,” commented Kirby […]

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Media release: Super returns continue bumpy ride in September

Funds are estimated to post negative returns for the second month in a row in September, with leading research house SuperRatings estimating the median balanced option will return -1.8% for the month, as investors adjust to the increased likelihood of interest rates remaining higher for longer. Despite these challenges, the median balanced option return for […]

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Super Fund of the Year Finalists Announcement

SuperRatings is pleased to announce the Super Fund of the Year Awards finalists. This year’s event reflects our commitment to evolve with the industry as we have joined with Super Review and Momentum Media as the exclusive Research Partner to deliver an awards night dedicated to the superannuation industry. Join us in celebrating those funds […]

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Media release: Super funds feel modest headwinds during August

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 […]

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Super Fund Update

We recently held our annual updates for Super Funds where we discussed the super landscape over the past year and the focus for SuperRatings this financial year. Watch a summary from Kirby Rappell, Executive Director of SuperRatings. Disclaimer: Presentation issued by SuperRatings Pty Limited ABN 95 100 192 283 AFSL No. 311880 (SuperRatings). The information […]

Media release: Super fund returns maintain momentum in July

The median balanced option delivered a return of 1.5% in July according to estimates from leading superannuation research house SuperRatings, with funds continuing to build on the momentum in markets seen over the final quarter of FY23. The impact of inflation continues to drive markets with most Australian and global equities delivering modest returns, while […]

Media Release: Shares drive 2023 return as super delivers through uncertain times

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 […]

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Media release: Super funds end out financial year with strong June returns

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 […]

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