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Superannuation Investment Performance

Australian Super Funds - Best Performing Balanced Funds over 1 and 5 Years

Listed below are the Top 10 best performing balanced Super funds over the financial year ending June 30, 2020 and over the last five years, according to SuperRatings.

Fund and Option Return over One Year to June 30, 2020
Suncorp Brighter Super Pers - Suncorp Multi-Manager Growth Fund
3.8%
BUSSQ Premium Choice - Balanced Growth
2.46%
Aust Ethical Pers - Balanced
2.42%
Vision SS - Balanced Growth
1.96%
IOOF Employer Super Core - IOOF MultiMix Balanced Growth Trust
1.73%
Equip MyFuture - Balanced Growth
1.67%
First State Super - Growth
1.33%
VicSuper FutureSaver - Growth (MySuper) Option
1.16%
UniSuper Accum (1) - Balanced
0.87%
Cbus - Growth (Cbus MySuper)
0.75%

As you can see, looking at the chart below illustrating average annual returns over the last five year period for the top balanced funds, the Covid 19 pandemic severely affected sharemarket returns, particularly in the early part of 2020 - and many superannuation funds struggled to break even on an annual basis.

Fund and Option Return over 5 Years to June 30, 2020
AustralianSuper - Balanced
7.35%
UniSuper Accum (1) - Balanced
7.28%
Cbus - Growth (Cbus MySuper)
7.13%
Hostplus - Balanced
7.01%
Mercy Super - MySuper Balanced
6.82%
Vision SS - Balanced Growth
6.75%
CareSuper - Balanced
6.59%
First State Super - Growth
6.56%
BUSSQ Premium Choice - Balanced Growth
6.55%
Equip MyFuture - Balanced Growth
6.54%

 

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