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Equip Quarterly Investment Report

Superannuation  |  12/02/2019  |   5 min read

Late 2018 was a challenging quarter for global investments. Slowing markets in China and Japan, the ongoing uncertainty around Brexit, and tightening monetary policy all aligned to deliver negative sharemarket returns. 

Equip MySuper, the default investment option, returned -2.1% for the six months to 31 December 2018, as did Equip Balanced Growth. That being said, Equip performed better than similarly invested options by most other super funds, minimising any losses. 

It's important to keep the last quarter in perspective, and consider investment returns over the long term. The chart below shows the financial year returns for the Balanced Growth accumulation option over the lat 20 years. 

20-year-returns.jpg

You’ll see that there have been a couple of down years during the two decades, specifically during the Global Financial Crisis, when share markets were down by double digits, dragging balanced portfolios into the negative. Despite all of this, long-term performance has been strong – over the last 10 years, the option returned 8.3% annually; over the last 20 financial years it's been 7.5% p.a
 


View the full investment report and check your returns. Click here.


Equipsuper Pty Ltd (“Equip”) (ABN 64 006 964 049, AFSL 246383) is the Trustee of the Equipsuper Superannuation Fund (“the Fund”) (ABN 33 813 823 017, MySuper Authorisation 33813823017672). This document provides general information only. It does not take into account your personal objectives, financial situation or needs, so should not be taken as personal advice. Before making a decision to invest in the Fund, you should read the appropriate Equip Product Disclosure Statement (PDS). Past performance is not an indication of future performance. Equip is licensed to provide intrafund personal and general superannuation advice under its AFSL. Member Advisors are employees of Equip. For more information about the remuneration of Equip and its employees, please refer to the Equipsuper Financial Services Guide (FSG).

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