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Equip delivers Top 10 investment results during COVID downturn

Investments  |  24/07/2020  |   5 min read

Equip members have benefitted from a Top Ten investment performance during a difficult year.

The final numbers to June 30, 2020 show that Equip’s Balanced Growth option has returned 1.7% for members.

The SuperRatings median for similar fund allocations is a loss of -0.8%.* 

Our Chief Investment Officer, Anna Shelley, said the team at Equip were proud of this financial year’s returns.

“We are very pleased to achieve these results, supporting our members’ retirement outcomes. Of course, investment is a long-term game and the key is consistently strong results over many years.”

That sentiment is reflected in our long-term results. Equip has delivered 8.3% per annum for members invested in the Balanced Growth option over the past 10 years. Another Top Ten result from SuperRatings.^
 

Investment Performance
Equip comparison to June 30 2020*

 

Option
name
Rolling
1 Year
Rolling
5 Year P.A.
Rolling
10 Year P.A.
Equip MyFuture
(Balanced Growth)
1.7% 6.5% 8.3%
SR50 Balanced
(60-76%) Index
-0.8% 5.8% 7.4%


*SuperRatings SR50 Balanced Option Index


End of financial year investment results


Looking forward

While the positive returns provide a silver lining for members, there’s still a lot of uncertainty in the market as coronavirus numbers continue to spike.

Shelley said Equip’s investment team and its advisers are closely watching the markets and resetting strategies as market conditions change.

“Equip is doing all it can to ride through these adverse market movements and to make sure that our members’ retirement savings are poised for long-term growth as markets and economies reset and recover from the pandemic,” she said.

“Equip’s diversified options invest funds across a range of different assets to try to reduce the risk of losses when equity markets face unprecedented volatility as they did in March. Equip’s Balanced Growth option has a strong, long-term track record of delivering for members, particularly in tough times.”
 

View and compare Equip’s investment returns and options.  

 

SuperRatings SR50 Balanced Option Index

^ SuperRatings press releases 22 July 2020

This information is provided for general information only. It does not take into account your personal objectives, financial situation or needs and should therefore not be taken as personal advice. You should consider whether it is appropriate for you before acting on it and, if necessary, you should seek professional financial advice. Togethr Trustees Pty Ltd ABN 64 006 964 049, AFSL 246383 ("Togethr") is the trustee of the Equipsuper Superannuation Fund ABN 33 813 823 017 ("Equip" or "The Fund"). Past performance is not an indication of future performance.

Togethr Financial Planning Pty Ltd (“TFP”) (ABN 84 124 491 078, AFSL 455010), trading as Equip Financial Planning, is licensed to provide financial planning services to retail and wholesale clients. TFP is owned by Togethr Holdings Pty Ltd (ABN 11 604 515 791). You can obtain the TFP Financial Services Guide and/or Privacy Statement by contacting our Helpline on 1800 682 626. This is general information only and does not take into account your personal objectives, financial situation or needs and therefore should not be taken as personal advice.

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