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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 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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