RateCity.com.au
  1. Home
  2. Superannuation
  3. News
  4. AustralianSuper delivers long-term returns of 9.6%

AustralianSuper delivers long-term returns of 9.6%

Nick Bendel avatar
Nick Bendel
- 2 min read
article cover image

SuperRatings has named AustralianSuper as the top-performing superannuation fund over the past decade.

AustralianSuper’s ‘balanced’ option delivered an average annual return of 9.6 per cent in the 10 years to 31 July 2019, according to the SuperRatings SR50 Balanced (60-76) Index.

The SuperRatings index had Hostplus at number two, with its balanced option averaging 9.5 per cent, and UniSuper at number three, with its balanced option averaging 9.4 per cent.

The index as a whole averaged 8.3 per cent per annum over the decade.

SuperRatings defines balanced options as funds with exposure to growth-style assets of between 60 and 76 per cent. Returns are net of investment fees, tax and implicit asset-based administration fees.

SuperRatings SR50 Balanced (60-76) Index for 10 years to July 2019

FundAverage annual return
AustralianSuper9.6%
Hostplus9.5%
UniSuper9.4%
Cbus9.2%
CareSuper9.1%
QSuper9.1%
Mercy Super9.0%
HESTA8.9%
VicSuper8.9%
TelstraSuper8.9%

Data accurate as at 4th September 2019. Figures subject to change.

How AustralianSuper invests

AustralianSuper has two investment objectives for its balanced option:

  • Outperform the return of the median balanced fund (after fees and taxes)
  • Deliver an average annual return, over the medium to long term, that is 4 percentage points higher than the inflation rate (which is currently at 1.6 per cent)

Members’ superannuation is divided between eight different asset classes. The breakdown, as of 30 June, was:

Asset classAllocation (share)
International shares33.9%
Australian shares22.7%
Fixed interest13.6%
Infrastructure11.7%
Direct property7.2%
Cash4.8%
Private equity3.8%
Credit2.4%

Data accurate as at 4th September 2019. Figures subject to change.

Disclaimer

This article is over two years old, last updated on September 15, 2019. While RateCity makes best efforts to update every important article regularly, the information in this piece may not be as relevant as it once was. Alternatively, please consider checking recent superannuation articles.

Compare super funds

$407

14.5%

5.9%

11.8%

Raiz
Moderately Aggressive
  • Retail

Product database updated 31 Jan, 2025

Share this page

Get updates on the latest financial news and products

By continuing, you agree to the RateCity Privacy Policy, Terms of Use and Disclaimer.

Latest superannuation news

Promoted superannuation

Aware Super Pty Ltd as trustee for Aware Super

High Growth (Lifecycle investment)

  • Promoted
  • Industry
  • Life insurance
  • TPD insurance
  • Income protection insurance

Annual fee at $50k balance

$457

1yr return

13.9%

Art Group Services Limited

Lifecycle Investment - High Growth

  • Promoted
  • Industry
  • Life insurance
  • TPD insurance
  • Income protection insurance

Annual fee at $50k balance

$507

1yr return

13.4%

Vanguard Investments Aus Ltd

Lifecycle Age 47 & under

  • Promoted
  • Retail
  • Life insurance
  • TPD insurance
  • Income protection insurance

Annual fee at $50k balance

$280

1yr return

16.2%

product data updated on

Product data updated on 31 Jan 2025