Balanced option returns 11.08% for year to 30 June 2018.#
been another great year for AustralianSuper members, with the Balanced option
delivering its ninth year in a row of positive returns. It’s the fifth year out
of the last six that returns have been in double digits. The Balanced option ranked in the top three performing funds over 1, 3, 5 and 20 years to 30 June 2018.†
Balanced option returns to 30 June 2018.
All other investment options delivered positive returns – those with the highest weightings to shares and unlisted assets, such as infrastructure, were the best performers. In total, returns added around $13 billion to the retirement savings of more than 2.2 million members in the financial year.
Deputy Chief Executive and Chief Investment Officer, Mark
Delaney, said: 'Stable global growth has supported markets across asset classes
and as a result AustralianSuper members have seen another year of very
The key drivers of performance for the Balanced Option were
a high allocation to listed share markets and unlisted assets, such as
infrastructure, along with a lower weightings to the poorer performing fixed
interest and cash asset classes.
Returns proved to be resilient despite an increase in share
market volatility in the second half of the financial year.
'In a similar scenario to last year, global political
uncertainty and increased trade protectionism did not have a sustained negative
affect on markets,' said Delaney.
We’ve enjoyed a long period of very strong growth, with
returns for the Balanced option above their long-term average for seven out of
the last ten years.
'We know that at some point in the future markets will be
more subdued,' said Delaney. 'We will be keeping an eye on key policy makers,
particularly the US Federal Reserve in relation to interest rates while also
monitoring any action in relation to tariffs or other measures which may impact
'AustralianSuper’s aim will continue to be maintaining a
widely diversified portfolio and actively managing it in order to provide
stable long-term returns for members.'
Fluctuations in returns are normal, so it’s important to stay
focused on the long term. Over the last
20 years the investment returns of the Balanced option have increased members’
retirement savings by more than four and a half times – every $100 invested at
the beginning of the 1998 financial year would be worth over $460 by 30 June
Find out more about your performance
View the performance of all AustralianSuper
returns are not guaranteed. Past performance is not a reliable indicator of
† Source: SuperRatings Fund
Crediting Rate Survey June 2018–
SR Balanced (60-76) Index
^ Source: SuperRatings Pension
Fund Crediting Rate Survey June 2018– SRP
Balanced (60-76) Index
* Source: AustralianSuper. Investment returns of the
Balanced option from 1 July 1998 to 30 June 2018. Returns from equivalent investment
options of ARF and STA are used in calculating returns for periods that begin
before 1 July 2006. Investment returns are net of investment fees,costs and
taxes, but do not include the impact of administration fees and insurance fees
that are deducted from member’s account balances.