In news just in, Australian super funds have had a third strong year with double digit returns.
The financial year-on-year returns were published by superannuation research house SuperRatings late last week. SuperRatings estimates returns on the median balanced option to be 10.1% for the year to 30 June (and 1.4% over the month of June).
Australian funds had strong momentum across the start of the financial year but endured a ‘rollercoaster’ second half according to the research house. This is borne out by a return of 8% to 31 January, but since the Trump Administration tariff changes on so-called ‘Liberation Day’, returns fell as low as 0.8% before rebounding and finishing the year at 10.1%.
Says Executive Director of SuperRatings, Kirby Rappell:
“We saw exceptional volatility in returns over the year, particularly following the announcement of US tariffs in early 2025, however the benefit of staying the course was once again proven as a quick rebound has resulted in the third double digit return year over the past decade.”
SuperRatings measures returns across all Australian super funds and categorises the funds into Accumulation (savings mode) or Pension (decumulation or drawdown mode). These subsets are then further categorised into three different levels of growth asset exposure:
the Balanced option will have between 60-76% of total assets invested in growth assets,
the Capital Stable option will have between 20-40% and
the Growth option will have between 77-90%.
Here is how the accumulation (savings) funds performed over the past month, the past financial year and in previous years.
