Investment Performance Update, January - March 2020

AustralianSuper’s Chief Investment Officer, Mark Delaney, talks about the Fund’s response to the events of the past few months and how the investment team are working to reduce the impact on members’ retirement savings.

In the 01 January – 31 March, 2020 investment performance update, Mark discusses:

  • The market ups and downs caused by COVID-19

  • The overall market outlook.

  • The impact of recent volatility on member returns

  • How AustralianSuper is responding to changing market conditions

  • How the Fund’s Balanced option is performing compared to Australian and global share markets.
Mark Delaney on what’s happening in investment markets and the impact on super
Investment news

Key Points

1. Have a long-term view

‘While short-term performance may be negative, I encourage you to do what we do: keep perspective and remain focused on your objectives over the longer term.’ AustralianSuper has built a long-term track record of managing member’s retirement savings through many different market cycles.


2. Take comfort in the long-term picture – both past and present

Although members in the Balanced investment option have ‘experienced a decline of minus 6.45% for the financial year-to-31 March 2020’*, AustralianSuper’s ‘PreMixed investment options are at or above where they were at the start of 2019. And over the long-term, the Balanced option has provided returns of 7.63% per annum over the last 10 years – after tax and fees.’

This is a cumulative return of 109% over the past decade.’


3. Understand what AustralianSuper is doing for members

‘Over the past 2 years, we had been reducing risk in the portfolio to prepare for an inevitable downturn, noting that its timing was uncertain. While navigating this market downturn, we are focused on ensuring that there is sufficient portfolio liquidity and positioning the portfolio to meet the long-term objectives of each investment option. The investment options are generally well positioned for this environment with sufficient liquidity.’

* Investment returns are not guaranteed. Past performance is not a reliable indicator of future returns.

This information may be general financial advice which doesn’t take into account your personal objectives, situation or needs.  Before making a decision about AustralianSuper, you should think about your financial requirements and refer to the relevant Product Disclosure Statement. AustralianSuper Pty Ltd ABN 94 006 457 987, AFSL 233788, Trustee of AustralianSuper ABN 65 714 394 898. 

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