Latest Returns - July 2017

Flat Returns in July For Super Funds.

Super returns for the first month of the new financial year were lacklustre, with the median balanced fund returning a slight 0.1% rise in July. One year returns for this asset class are a respectable 7.6%, with five year returns an impressive 9.7%.

Median superannuation fund Balanced Option returns as at 31 July 2017 are as follows:

Accumulation Returns
Month of July 2017+0.1%
Rolling 1 year return to 31 July 2017+7.6% pa
Rolling 3 year return to 31 July 2017+7.2% pa
Rolling 5 year return to 31 July 2017+9.7% pa
Rolling 7 year return to 31 July 2017+8.0% pa
Rolling 10 year return to 31 July 2017+4.9% pa

  • Median Balanced Option refers to "balanced" options with exposure to growth style assets of between 60%-76%. Approximately 70% to 80% of Australians in our major super funds are invested in their funds' default investment option which in most cases is the balanced investment option. All returns are expressed net of all fees and taxes.