POWERED BY MOMENTUM MEDIA
Why super represented a solid investment in 2019
Superannuation continues to be a solid investment option according to the latest data released by the Australian Prudential Regulation Authority (APRA) which has revealed the annual industry-wide rate of return for the year ending December, 2019, was 13.8%.
The data, contained within APRA’s December quarter release, revealed the five-year average annual rate of return to December 2019 was 7.1%
The regulator’s data revealed that over the December quarter, total assets increased by 1.7% or $36.2 billion to $2.2 trillion, and that as at the end of the period 51.4% of the $1.9 trillion investments were invested in equities, with 25.3% in international listed equities, 22% in Australian equities and 4.1% in unlisted equities.
It said fixed income and cash investments accounted for 30.9% of investments, with 21.3% in fixed income and 9.5% in cash, while property and infrastructure accounted for 14.3% of investments while other assets including hedge funds and commodities accounted for 3.4%.
The data revealed that industry funds had amongst the lowest allocations to fixed income and cash while retail funds had a higher exposure to equities.
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(%)
