The average annual return of your superannuation’s funds’ investments is one of the most important financial numbers in your life. Yet its importance is often downplayed or misunderstood by super fund members, with many not understanding the compounding effect that investment returns can play on their super balance over the years.
Your super funds performance matters
Even a slight variation in your superannuation fund’s long-term performance can significantly affect your super balance over the course of your career and, for better or worse, shape how you live in retirement.
Our global team of over 1,300 investment experts monitor investment markets on a daily basis and adjust investment strategies where necessary, continuously working behind the scenes to help your super grow and protect it where necessary.
These skilled investment managers also proactively look for opportunities within the changing landscape, to help deliver strong investment returns - ensuring that your money is given the best opportunity to grow.
Mercer Super delivers for members
We are pleased to report that the Mercer Super Trust Corporate Superannuation Division is delivering well above average superannuation returns for members.
Mercer Super Trust Quarterly Investment Reports
Just one example of our strong returns is our performance in the 2020-21 financial year. The median return across super funds of all default (MySuper) investment options was 17.9%. By comparison, our MySuper investment option, Mercer SmartPath®, generated returns of approximately 22% for the majority of our members – a considerable outperformance compared with other super funds.2
Read our latest investment reports below. To view older reports please log in to Member Online and visit the Documents page.
Investment update: January to March 2022
Investment markets faced a challenging start but above median returns persist for more than 87% of our members over short and longer term.*
We are extremely saddened to learn about the current Russia-Ukraine crisis and the likely devastating humanitarian impact. In this update we explore what it could mean for your super.
Investment update: October to December 2021
Mercer Super finished 2021 on a high, helping to deliver another year of strong positive returns.
How to compare superannuation funds’ performance
Tracking the performance of your super fund can help you understand how your portfolio is gaining or losing value. Most funds also provide monthly, quarterly and annual reports that outline investment returns.
You may also like to compare the superannuation performance of different funds to help determine which one is right for you.
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1. Measured by the median of all default funds as reported in the SuperRatings Fund Crediting Rate Survey September 2021 - Default Options.
2. The SmartPath born 1974-1978 cohort (being representative of over 75% of our members) is performing in the top quartile of the SuperRatings Fund Crediting Rate Survey September 2021 - Default Options over 1, 3, 5 and 7 years.
Disclaimer: This document has been prepared and sent on behalf of Mercer Superannuation (Australia) Limited (‘Mercer Super’), ABN 79 004 717 533, Australian Financial Services Licence #235906, the trustee of the Mercer Super Trust ABN 19 905 422 981. Any advice contained in this document is of a general nature only, and does not take into account the personal needs and circumstances of any particular individual. Prior to acting on any information contained in this document, you need to take into account your own financial circumstances. Please consider the Product Disclosure Statement, Product Guide, Insurance Guide, and Financial Services Guide before making a decision about the product, or seek professional advice from a licensed, or appropriately authorised financial adviser if you are unsure of what action to take. 'MERCER' is a registered trademark of Mercer (Australia) Pty Ltd ABN 32 005 315 917. Copyright 2022 Mercer LLC. All rights reserved.