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Quarterly Investment Report

Investments | | 2 min read

 

Despite the recent jitters in global stock markets, the global financial outlook remains good.

Equip’s latest quarterly report – covering the October, November and December period - reinforces the need for a long-term view of superannuation.

Growth, our default option, returned a strong 11.9% for the 2017 calendar year. More growth orientated Diversified options delivered up to 15.6% for the calendar year.

Strong returns throughout 2017 mean the recent correction has only reversed a few months of gains. And if we’re looking at the big picture, markets have enjoyed a steady run of growth for almost a decade now.

Watch the video to see what Troy Rieck, Executive Officer, Investment Strategy, believes the markets have in store going forward, or read our more detailed investment report

 

Read the full investment report. Click here.

 


Issued by Togethr Trustees Pty Ltd ABN 64 006 964 049, AFSL 246383 ("Togethr"), the Trustee of Equipsuper ABN 33 813 823 017 ("Equip Super"). The information contained is general advice and 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 seek professional financial advice. Where tax information is included, you should consider obtaining taxation advice. Before making a decision to invest in Equip Super, you should read the Product Disclosure Statement (PDS) and Target Market Determination (TMD) for the product which are available at equipsuper.com.au. Financial advice may be provided to members by Togethr Financial Planning Pty Ltd (ABN 84 124 491 078 AFSL 455010) – a related entity of Togethr. Past performance is not a reliable indicator of future performance.

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