Equip Quarterly Investment Report

Super | | 2 min read

Late 2018 was a challenging quarter for global investments. Slowing markets in China and Japan, the ongoing uncertainty around Brexit, and tightening monetary policy all aligned to deliver negative sharemarket returns. 

Equip MySuper, the default investment option, returned -2.1% for the six months to 31 December 2018, as did Equip Balanced Growth. That being said, Equip performed better than similarly invested options by most other super funds, minimising any losses. 

It's important to keep the last quarter in perspective, and consider investment returns over the long term. The chart below shows the financial year returns for the Balanced Growth accumulation option over the lat 20 years. 

 

You’ll see that there have been a couple of down years during the two decades, specifically during the Global Financial Crisis, when share markets were down by double digits, dragging balanced portfolios into the negative. Despite all of this, long-term performance has been strong – over the last 10 years, the option returned 8.3% annually; over the last 20 financial years it's been 7.5% p.a

 

View the full investment report and check your returns. Click here.


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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