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Equip's annual returns (Top Ten in OZ)

Superannuation  |  6/07/2018  |   8 min read

When evaluating any investment decision the key criteria is always the same – what’s my return going to be?

Superannuation is no different. You’re entrusting your money to a fund with the expectation that it will be managed and nurtured to provide you with the best possible retirement outcome.

So how do you compare funds? And how do you chose the one best suited to your needs? While there are lots of variables to consider, the best measure is still return on investment. And the best way to compare results is via annual returns (both long term and short).

On that note, Equip is pleased to announce that we’re one of Australia’s Top Ten funds for both annual returns and ten year numbers. The latest data from Chant West, reported in both the Financial Review and The Australian shows, places Equip’s Balanced growth option 4th for 10 year returns (out of approximately 230 funds).


The short term figures are just as good. Our Balanced Growth option returned 10.7% for the 2017-18 financial year. Our growth optioned returned 12.2% and our overseas shares returned a genuinely impressive 18.1%*


Those are all excellent results, and place Equip among Australia’s Top Ten superannuation funds for returns. You’ll be able to see how your own super is impacted by these returns when annual statements are issued in the coming month.

As Troy Rieck, Equip’s Executive Officer Investment Performance, notes “Equip is one of the best value for money and cheapest overall funds going around. We offer excellent long-term performance, great service and efficient products to go with it.”

 “We believe that fees matter, but value for money matters more. And our track record of returns demonstrates that.”


Download Equip's latest Investment Report to learn more. Click here. 


*All returns are net

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. Issued by Equipsuper Pty Ltd ABN 64 006 964 049 AFSL 246383.  MySuper Authorisation Numbers 33813823017672 and 33813823017518  (‘Equip’, ‘the Fund’ and ‘the Equip Rio Tinto Fund’).

Equipsuper Financial Planning Pty Ltd (“EFP”) (ABN 84 124 491 078, AFSL 455010) is licensed to provide financial planning services to retail and wholesale clients. EFP is owned by Equipsuper Financial Holdings Pty Ltd (ABN 11 604 515 791). You can obtain the EFP Financial Services Guide and/or Privacy Statement by contacting our Helpline 1800 682 626.

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