Australian Super Funds - Current Best Performing Balanced Funds over 1 and 5 Years
The charts below illustrate the Top 10 best performing balanced Super Funds over the calendar year ending March 31, 2025 and over the last five years, according to SuperRatings.
As you can see, even the top funds have returned unexceptional results over the 12 month period - with the top performing fund delivering growth of only 7.73% - and this will not yet include most of the market damage wreaked by Trump following his "Liberation Day" on April 2, 2025. The performance of some of the larger funds, such as AustralianSuper, which were "Top 10" performers for many consecutive years, have diminished in recent years and undermine the concept that the "bigger is better" mantra they have pursued has actually benefited fund members. Indeed, the larger funds may find it more difficult to invest their inflows than smaller funds in quality assets.
However, care needs to be taken to ensure that funds of equal investment risk are being compared. Discussion also continues around the reporting of results for unlisted assets in all funds and whether their actual performance adequately compensates for the relative lack of transparency in terms of valuation.
In terms of performance over a longer five year period, some funds (coloured in red) are "Top 10" over 1 and 5 years and it will be interesting to see whether they can maintain what appears to be a significant difference in performance - and to what degree that reflects different asset allocations and risk.
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