Quarterly Investment summary

I'm building my wealth | | 2 min read

Quarterly Investment summary


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

As Kim Watkins explains in the video below, Equip MySuper (our default option) returned 10.8% for the 2017 calendar year. More growth orientated options delivered up to 16.6% for the calendar year.

Strong returns throughout 2017 mean the recent stock market jitters have 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. 

Looking more closely at the quarterly numbers we can see that diversified options benefited from strong share market performances to post 8.9% returns on local equities and 10.8% for overseas shares. Our technology stock also performed well, and it’s worth noting that Amazon and Facebook have tripled their share price over the last three years. Read the full report here. 

Equip's Executive Officer (Investment Performance), Troy Rieck, outlines our long term view of the markets in the video below.

Read the Equip quarterly 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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