A SOUND START TO THE FINANCIAL YEAR

15 Nov 2016 By Media Super Team

Media Super’s Balanced investment options – both MySuper and pension – are invested across equities (Australian and overseas), property and infrastructure, and fixed interest investments – and we’re confident we’ve got the right strategy to maximise your returns over the long term. 

In the first quarter of 2016-17 the Balanced (MySuper) investment option, in which most members are invested, returned 3.41%.^ This is a sound performance in what is a challenging investment environment. 

This start to the financial year places your returns in the top half of Australian super funds, ahead of the average return of 2.90%*. 

For pension members, the Balanced investment option has returned a very strong financial year to date (FYTD) performance of 3.74%, above the average of 3.50%* for super funds in Australia. 

This places our pension members in the top 20 super funds (as surveyed by SuperRatings*) for the FYTD.

The year ahead

In an environment of subdued global economic growth, with low inflation and extremely low interest rates, we expect investment returns for the year to remain relatively low (compared to the past few years). 

Media Super continues to implement a ‘portfolio insurance’ strategy to dampen the impact of market falls – still one of the few funds with this type of strategy in place – and we remain confident that our Balanced (MySuper) investment options is well positioned to meet your long-term investment objectives. 

We’re here to help

We understand everyone’s situation is different. If you have questions about your investment options or would like help developing an investment strategy that best meets your needs and circumstances, speak to a Media Super Financial Planner#. You can arrange to speak to a financial planner by calling us on 1800 640 886

^ Investment returns are not guaranteed and past performance gives no indication of future returns.

*SuperRatings Fund Crediting Rate Survey – Balanced options, September 2016

#Media Super has engaged Industry Fund Services (IFS) ABN 54 007 016 195 AFSL No 232514 to facilitate the provision of financial advice to members of Media Super. Advice is provided by one of our Financial Planners who are Representatives of IFS. Fees may apply. Further information about the cost of advice is set out in the relevant Financial Services Guide, a copy of which can be obtained by calling IFS on 1300 138 848. IFS is responsible for any personal advice given to you by its Representatives.