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. The median Balanced option reported an 8.8% for the full 2025 calendar year, below last year’s 11.1%, but comfortably exceeding the long-term average of 6.5% p.a. since 2000.
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, only one fund (coloured in red) is "Top 10" over 1 and 10 years - HESTA. With few exceptions, there appears to be a reverse relationship between the size of the fund and its investment performance - despite investment managers mercilessly touting the advantages of size in regular mergers. AustralianSuper is our regularly quoted example of a fund that has grown enormously in size but not in relative performance - as it continues to slip down the rankings in 10 years returns.
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