Australian Super Funds - Current Best Performing Balanced Funds over 1 and 10 Years
The charts below illustrate the Top 10 best performing balanced Super Funds over the calendar year ending June 30, 2025 and over the last 10 years, according to SuperRatings.
Despite the turmoil and volatility in many major markets caused by the preambulations of the Trump administration the majority of public funds achieved positive returns, and over half achieved double digit returns. In fact, the average return of SuperRatings Top 50 funds was 10.5% This is a considerable achievment but many members will be concerned that the funds have prepared for further difficult, chaotic situations, particularly in the US equities market, going forward.
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. It would be interesting to see whether there is any performance bias associated with fund size - fund amalgamations have been sold on the basis of the greater investment opportunities available, but there is no evidence that these have yet benefited fund members, indeed the contrary is possible.
In terms of performance over a longer ten year period, some funds (coloured in red) are "Top 10" over 1 and 10 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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