A message from Equip's Chief Investment Officer

Fund updates | | 2 min read

Large market fluctuations can feel like a roller coaster. And over the last week we’ve seen global investment markets rise and fall as the Coronavirus has impacted trade, travel, and daily life. 

Feeling anxious about your superannuation during these uncertain times is normal, but it’s important to keep an eye on the future. 

Superannuation is a long-term investment, and short-term market volatility is a part of the journey. Historically, markets have rebounded following other public health crises such as SARS or swine flu. Even the Global Financial Crisis in 2008 saw the markets recover and deliver record returns in subsequent years. 

In the meantime, Equip’s diversified investment options are designed to smooth out the rough edges and help protect your savings during volatile periods. That means your money is spread across a variety of investment asset classes and portfolios – everything from property, infrastructure and overseas shares to bonds and cash. 

That approach helped us deliver 12.3% returns to members in our default Mysuper option over the 12 months to January 31, 2020. Based on current unit prices, that means the average member’s balance is approximately back to what it may have been in June 2019. 

The daily news cycle can feel overwhelming, but I urge all our members to look beyond the current market volatility and remember the following:

• Superannuation is a long-term investment

• We have a financial planning team that can help you choose the right investment mix for your future goals. Click here.

• Our Helpline is available to take your calls and answer any additional questions you may have. Click here.

Anna Shelley

Chief Investment Officer, Equip
 

Learn more about our response to Covid-19. Click here for the latest investment news and updates.


Issued by Togethr Trustees Pty Ltd ABN 64 006 964 049, AFSL 246383 ("Togethr"), the trustee of the Equipsuper Superannuation Fund ABN 33 813 823 017 ("the Fund"). The information contained herein is general information only and does not take into account your personal financial situation or needs. You should consider whether this information is appropriate to your personal circumstances before acting on it and, if necessary, you should also seek professional financial advice tailored to your personal circumstances. Where tax information is included, you should consider obtaining personal taxation advice. Before making a decision to invest in the Equipsuper Superannuation Fund, you should read the appropriate Product Disclosure Statement (PDS) and Target Market Determination for the product which are available at equipsuper.com.au.  Financial advice services may be provided to members by the trustee’s related entity Togethr Financial Planning Pty Ltd (ABN 84 124 491 078; AFSL 455010). *Past performance is not an indication of future performance.

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