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Quarterly Investment summary

Investments  |  9/02/2018  |   7 min read

Equip’s latest quarterly report – covering the October, November and December period - reinforces the need for a long-term view of superannuation.

As Kim Watkins explains in the video below, Equip MySuper (our default option) returned 10.8% for the 2017 calendar year. More growth orientated options delivered up to 16.6% for the calendar year.

Strong returns throughout 2017 mean the recent stock market jitters have only reversed a few months of gains. And if we’re looking at the big picture, markets have enjoyed a steady run of growth for almost a decade now. 

Looking more closely at the quarterly numbers we can see that diversified options benefited from strong share market performances to post 8.9% returns on local equities and 10.8% for overseas shares. Our technology stock also performed well, and it’s worth noting that Amazon and Facebook have tripled their share price over the last three years. Read the full report here. 

Equip's Executive Officer (Investment Performance), Troy Rieck, outlines our long term view of the markets in the video below.

Read the Equip quarterly report. Click here. 

 

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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