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 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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