Skip to main content
#
A Clear Direction
rss feedour twitterour facebook page linkdin
home
Financial Advisor Brisbane - AdviserScott Keefer - A Clear DirectionBuilding Investment PortfoliosPortfolio Management ServiceUpdated ContentContact Us - Brisbane Financial Planning
A Clear Direction Financial Planning logo

 Financial Happenings Blog 
Tuesday, May 22 2007

The front page of the Australian's business section for today led with the article 'Super Stars Widen Earnings Gap'.  The article highlighted the performance of top performing super funds and suggested the gap between the best and worst funds was significant.

 

I think the report again highlights that holders of superannuation should be checking the performance of their funds.  In times of strong growth it is easy to slip into the trap of thinking your fund is doing well by just looking at the numbers.  Is the fund doing as well as it could or should be?

 

We always like to check the performance of the investments we recommend against those that are reported as doing well.  The three top Balanced funds (over the past 10 months) mentioned in the article were the Catholic Super, Telstra Super and Legg Mason Super funds.  The following table suggests that our 'Portfolio Plus' portfolios are right up there with the best over 1, 3 and 5 years as of 30 April 2007.  (All returns are quoted net of fees.)

 

Fund

Growth Allocation

Date

1 Yr

3 Years

5 Years

Rank

Portfolio Plus

74%

30/04/2007

16.04%

17.11%

12.05%

1

Portfolio Plus

70%

30/04/2007

15.46%

16.44%

11.72%

2

Telstra Super Balanced

70%

30/04/2007

13.48%

16.22%

11.55%

3

Catholic Super Balanced

74%

30/04/2007

15.76%

16.79%

11.22%

4

Legg Mason Balanced

70%

30/04/2007

13.21%

15.26%

10.46%

5

(Ranked on 5 year returns)

 

It should be clearly noted that past performance is no prediction of future performance.  We are confident that our approach to building investment portfolios (including superannuation) will continue to match it with the best.

Posted by: Scott Keefer AT 10:01 pm   |  Permalink   |  Email
 
Scott Francis' articles in the Eureka Report 
Request for Information 
If you have questions, or would like more information, please go to our Contact page and leave your name and contact information.

Plan Well, Invest Well, Live Well! Financial advice providing a clear direction

A Clear Direction Financial Planning and Portfolio Management ABN 85 147 572 870

Level 19
10 Eagle Street
Brisbane QLD Australia
Ph: (07) 3303 0269
Email: scottk@acleardirection.com.au

Authorised Representative (398444) and Credit Representative (403292) of FYG Planners Pty Ltd AFSL/ACL 224 543.

ASIC - Financial Advisers Register

All content of this website is copyright © A Clear Direction Financial Planning Pty Ltd, 2017

FYG Planners Pty Ltd & A Clear Direction Financial Planning Privacy Policy