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Pension Investment Update

Superannuation  |  3/08/2021  |   7 min read

With everything going on in the world, we can all use some good news. 

We’re pleased to report that Equip’s investment options ended the financial year on a high note. 

Our Balanced (pension) option returned 3.75% for the previous quarter (to June 30). That takes the one year return to 13.38%. The Growth (pension) option delivered over 23% for the year. 

But the standout performer has been our Overseas Shares (pension) option, which returned almost 35% for the 12 months (to 30 June 2021).  

That equals investment returns of approximately $35,000 on a super balance of $100,000. # 

Download Equip's Investment Report
 

A closer look at quarterly returns 

18 months of global pandemic has showcased our two-tier economy. While the retail, education and tourism sectors have struggled, other parts of the economy have boomed.  

Overall, markets have proven remarkably resilient since the initial drop in 2020. 

Which is why the Australian share market is up 25% over the previous 12 months, and the technology focused NASDAQ is up 44%. 

Those numbers are helping drive the surging superannuation returns. Looking back at the previous quarter we can see some stellar results.
 

Pension Investment Returns to 30 June 2021

Option  

Quarterly returns 

Annual return 20/21 

Growth

6.43%

23.48%

Balanced

3.75%

13.38%

Conservative

2.20%

8.60%

Overseas Shares 

8.43%

34.95%

 

Looking forward 

As vaccinations rates ramp up around the world, many of us are looking forward to a new post-COVID normal. 

But we’re not there yet, and in the meantime, we’re still seeing stimulus packages being used to boost the economy.    

This is contributing to investment returns, and the associated super returns. But this can’t be sustained forever, and the next six months will be crucial. 

Still, it’s nice to end the financial year on a good news story, and these super returns mean a better retirement for our members.  

For a closer look at investment markets and where things are heading, click the link below to download the full investment report.  

Download the full investment report

See how your super has performed over the past year

Download

# Less fees and other charges 

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 a reliable indicator 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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