Pension Investment Update
Superannuation | 8/11/2021 |
5 min read
The previous financial year delivered record breaking investment returns.
Several of our options were up by 20% or more. Which saw a significant jump in some super balances.
By those standards, the previous quarter has been relatively quiet.
Our Growth Plus option is up 2% for the last three months to 30 September 2021. The Balanced option is up 1.2%.
But the highlights can be found in our sector specific options. With Australian Shares are up 3%. Property up 3.9%.
Those results are great news for members and build on the gains we saw last year. They also point towards growing optimism for a measured recovery from COVID-19 and the last two years of turmoil.
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Bouncing back from COVID
Government spending has helped sustain growth over the previous 18 months, but with financial support tapering off as countries reopen, there’s growing uncertainty about what comes next.
The good news is global markets have weathered the COVID-19 storm and come out the other side intact. In Australia, the re-opening of NSW and Victoria after prolonged lockdowns should see an immediate spike in demand for goods and services, with the associated boost in cash registers.
The return of overseas travel and foreign students in early 2022 should also help boost those segments of the economy.
In the meantime, we’re still seeing a lot of volatility in global markets. China’s growth has important implications for Australia (and the rest of the world), inflation is on the radar, and no one really knows what office life will look like as we emerge back into the real world.
COVID-19 and a roaring 2020s?
The last global pandemic ran from 1918 to 1920. Almost 100 years ago to the day. We know that “past performance is not a reliable indicator of future performance,” but it’s certainly tempting to look back at the roaring 20s and how the world responded to the previous pandemic.
Will history repeat itself? It’s far too early to tell. But after two years of lockdowns, restrictions and uncertainty, there’s a definite appetite to reconnect the world and spend big.
A measured recovery would be good news for business and the economy, and that’s good news for super balances.
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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.