Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. An investment's overall Morningstar Rating™, based on risk-adjusted return, is a weighted average of its applicable three-, five- and ten-year (if applicable) Morningstar Rating™ metrics.
BEST PERFORMING MUTUAL FUNDS DECEMBER 2018 FULL
Full details regarding Chant West’s research methodology, processes, ratings definitions are available at Chant West’s Financial Services Guide is available at rating out of 309 Nontraditional Bond funds as of August 31, 2021. Past performance is not an indication of future performance. Except for any liability which can not be excluded, Chant West does not accept any liability whether direct or indirect, arising from use of this data. Data provided is subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. Data is provided in good faith and is believed to be accurate, however, no representation, warranty or undertaking in relation to the accuracy or completeness of the data is provided. Individuals should consider the appropriateness of any advice in light of their own objectives, financial situations or needs and should obtain a copy of and consider any relevant PDS or offer document before making any decision. It is not a specific recommendation to purchase, sell or hold any product(s) and is subject to change at any time without prior notice. However, to the extent that this data is advice it is General Advice (s766B Corporations Act) and Chant West has not taken into account the objectives, financial situation or needs of any specific person who may access or use this data. The data provided by Chant West does not constitute financial product advice. The data provided by Chant West is based on information supplied by third parties and does not contain all the information required to evaluate the nominated service providers, you are responsible for obtaining further information as required. © Zenith CW Pty Ltd ABN 20 639 121 403 (Chant West), Authorised Representative of Zenith Investment Partners Pty Ltd ABN 27 103 132 672, AFSL 226872 under AFS Representative Number 1280401 2020. Click the arrow to see each the top 10 for each period. Top 10 Growth investment options: 10-year returns for previous yearsīelow you can find the top 10 performing Growth investment options over 10 and 15 years for previous time periods. We have developed the SuperGuide Super fees and returns calculator to help readers understand the difference that fees and projected returns may make over time.įor example, a 25 year old with $5,000 in super and earning $50,000 per year, paying 0.8% in fees and achieving 9.7% per year, could potentially retire at 67 with a super balance of approximately $863,585.Īll other things being equal, achieving 8.6% instead would mean a super balance of approximately $643,056 – a difference of $220,529, or approximately 26% less.
BEST PERFORMING MUTUAL FUNDS DECEMBER 2018 FREE
Our simple free tool makes it easy to compare more than 90 super funds, including 5-year returns, fees, features, awards and more.Ĭompare now A small difference in performance makes a big difference over timeĪlthough the difference between the top performer and the median may not seem that significant (1.1% per year), the difference builds up over time due to compounding interest. Performance is shown net of investment fees and tax, and before administration and adviser commissions.Īre you with a top performing super fund?
The top 10 is limited to Growth options with assets of $1 billion or more. Top 10 Growth investment options (super funds): 10 years to June 2021 Super fund The table below shows the top 10 performing Growth options over 10 years. While the top 10 funds over one year tend to change from year to year, over 10 years the same names crop up regularly. For that reason, longer-term figures are more significant because they incorporate the ups and downs over that entire period and allow us to see which investment managers consistently deliver superior performance, regardless of market conditions. It’s important to keep an eye on how your super is performing year to year (and interesting to see how other funds have performed) but superannuation is a long-term investment. Performance is shown net of investment fees and tax, and before administration and adviser commissions.