![]() Except for any liability which can not be excluded, Chant West does not accept any liability whether direct or indirect, arising from use of this data. Data provided is subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. Data is provided in good faith and is believed to be accurate, however, no representation, warranty or undertaking in relation to the accuracy or completeness of the data is provided. Individuals should consider the appropriateness of any advice in light of their own objectives, financial situations or needs and should obtain a copy of and consider any relevant PDS or offer document before making any decision. It is not a specific recommendation to purchase, sell or hold any product(s) and is subject to change at any time without prior notice. However, to the extent that this data is advice it is General Advice (s766B Corporations Act) and Chant West has not taken into account the objectives, financial situation or needs of any specific person who may access or use this data. The data provided by Chant West does not constitute financial product advice. The data provided by Chant West is based on information supplied by third parties and does not contain all the information required to evaluate the nominated service providers, you are responsible for obtaining further information as required. © Zenith CW Pty Ltd ABN 20 639 121 403 (Chant West), Authorised Representative of Zenith Investment Partners Pty Ltd ABN 27 103 132 672, AFSL 226872 under AFS Representative Number 1280401 2020. In the ten-year period to June 2023, Balanced investment options as a category delivered a median return of 6.6%. Top 10 Balanced investment options (pension funds): 10 years to June 2023 Super fundĪgain median figures can provide good context. Longer-term figures are more significant because they incorporate the ups and downs over that entire period, and allow us to see which investment managers can consistently deliver superior performance, regardless of changing external conditions. It’s important to keep an eye on how your pension is performing for you year to year (and interesting to see how other funds have performed), but for most people, superannuation will be the longest-held investment we ever have, and our lens on super should reflect that. Performance is shown net of investment fees and tax, and before administration and adviser commissions. The top 10 is limited to Balanced options with assets of $1 billion or more. Top 10 Balanced investment options (pension funds): 1 year to June 2023 Super fund In the long term, a Balanced-style investment option will generally grow more than a Conservative-style investment option but not as much as a Growth-style investment option. In the short term, investment options in the Balanced risk category may experience more volatility than a Conservative-style investment but less volatility than a Growth-style investment. Investment options with a 41–60% allocation to growth assets are termed Balanced by Chant West, a research company that has been analysing super fund performance for more than 20 years.īalanced investment options may appeal to people who want a more balanced mix of growth and defensive assets. We recommend that you also read our explanatory article Introduction to SuperGuide’s top 10 performing super fund lists which can help you understand how to compare the different risk categories that super investment options sit within. In this article you can discover the top 10 performing Balanced pension funds over 1 year and 10 years. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions. You should consider whether any information on SuperGuide is appropriate for you before acting on it. The returns that super funds achieve will change over time and readers should continue to monitor their super’s performance.Īll information on SuperGuide is general in nature and does not take into account your personal objectives, financial situation or needs. Past performance is not necessarily a guide to future performance.
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