*SuperRatings SR50 Balanced Option Index
Fund updates | | 2 min read
Equip members have benefitted from a Top Ten investment performance during a difficult year.
The final numbers to June 30, 2020 show that Equip’s Balanced Growth option has returned 1.7% for members.
The SuperRatings median for similar fund allocations is a loss of -0.8%.*
Our Chief Investment Officer, Anna Shelley, said the team at Equip were proud of this financial year’s returns.
“We are very pleased to achieve these results, supporting our members’ retirement outcomes. Of course, investment is a long-term game and the key is consistently strong results over many years.”
That sentiment is reflected in our long-term results. Equip has delivered 8.3% per annum for members invested in the Balanced Growth option over the past 10 years. Another Top Ten result from SuperRatings.^
Investment Performance
Equip comparison to June 30 2020*
| Option Name | Rolling 1 Year | Rolling 5 Year P.A. | Rolling 10 Year P.A. |
|---|---|---|---|
Equip MyFuture (Balanced Growth) | 1.7% | 6.5% | 8.3% |
SR50 Balanced (60-76%) Index | -0.8% | 5.8% | 7.4% |
Looking forward
While the positive returns provide a silver lining for members, there’s still a lot of uncertainty in the market as coronavirus numbers continue to spike.
Shelley said Equip’s investment team and its advisers are closely watching the markets and resetting strategies as market conditions change.
“Equip is doing all it can to ride through these adverse market movements and to make sure that our members’ retirement savings are poised for long-term growth as markets and economies reset and recover from the pandemic,” she said.
“Equip’s diversified options invest funds across a range of different assets to try to reduce the risk of losses when equity markets face unprecedented volatility as they did in March. Equip’s Balanced Growth option has a strong, long-term track record of delivering for members, particularly in tough times.”
View and compare Equip’s investment returns and options.
Issued by Togethr Trustees Pty Ltd ABN 64 006 964 049, AFSL 246383 ("Togethr"), the Trustee of Equipsuper ABN 33 813 823 017 ("Equip Super"). The information contained is general advice and information only and does not take into account your personal financial situation or needs. You should consider whether this information is appropriate to your personal circumstances before acting on it and, if necessary, you should seek professional financial advice. Where tax information is included, you should consider obtaining taxation advice. Before making a decision to invest in Equip Super, you should read the Product Disclosure Statement (PDS) and Target Market Determination (TMD) for the product which are available at equipsuper.com.au. Financial advice may be provided to members by Togethr Financial Planning Pty Ltd (ABN 84 124 491 078 AFSL 455010) – a related entity of Togethr. Past performance is not a reliable indicator of future performance.
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