POWERED BY MOMENTUM MEDIA
Unlisted exposures still bolstering industry funds
The heavier exposure of industry funds to unlisted assets has again seen them outperform their retail counterparts during the March quarter, according to the latest data from Chant West.
The data pointed to industry funds returning -0.6 per cent, compared to a -1.6 per cent result on the part of retail funds.
Chant West principal, Warren Chant attributed the outperformance to the industry funds' higher allocations to unlisted assets such as unlisted infrastructure, unlisted property, and private equity which had outperformed listed markets over the period.
"Australian and international share markets, which are down 9.3 per cent and 4.4 per cent, respectively, over the past year, are marked to market. However, unlisted assets are valued infrequently with their valuations typically lagging listed markets by six to nine months," the Chant West analysis said.
Recommended for you
Australia’s largest superannuation fund has confirmed all members who had funds stolen during the recent cyber fraud crime have been reimbursed.
As institutional investors grapple with shifting sentiment towards US equities and fresh uncertainty surrounding tariffs, Australia’s Aware Super is sticking to a disciplined, diversified playbook.
Market volatility continued to weigh on fund returns last month, with persistent uncertainty making it difficult to pinpoint how returns will fare in April.
The Association of Superannuation Funds of Australia (ASFA) has called for the incoming government to prioritise “certainty and stability” when it comes to super policy.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
90.28 3 y p.a(%)
2
GAM LSA Private Shares AU I
37.08 3 y p.a(%)
3
DomaCom Lot 21 Chellaston Road Munno Para West SA 5115 Australia
31.44 3 y p.a(%)
4
Fidante Credit Suisse Global Private Equity
31.12 3 y p.a(%)
5
Global X GlobalX FANG+ ETF
28.28 3 y p.a(%)
