Media Super – a top 10 performer

14 Nov 2017 By Media Super Team

Throughout the first three months of the new financial year, the global economy continued to display positive signs and Media Super is off to a strong start for our members, with both our super and pension returns in the top 10 of Australian super funds.*

Our Balanced (MySuper) options – in which most members are invested – returned 1.99%^ for the financial year to 30 September 2017, well ahead of the average return of 1.57%.*

The pension Balanced option also performed strongly, returning 2.17%^ for the financial year to 30 September 2017, ahead of the average return of 1.8%.**

Media Super’s Balanced options are well diversified across shares (Australian and international), property, infrastructure, fixed interest and cash investments, as well as various alternative investments, such as our R&D and Fulcrum film and television financing funds.

By investing in our Balanced (MySuper) investment option you also have added peace-of-mind knowing we have portfolio insurance in place, a mechanism designed to reduce the impact of losses if share markets fall heavily. We are one of the few funds that has this type of insurance in place.

Performance information is also available for our other super and pension investment options.

At the end of last financial year we flagged that it was unlikely double-digit returns would continue this year. Economic markets fluctuate from year to year, and while double-digit returns are fantastic, they aren’t the norm – it’s important to remember that we’re focused on long-term investment objectives and returns.

In Media Super’s case, the investment objective for the Balanced (MySuper) option is CPI + 3.5% over rolling 10-year periods. Over the past three years we have worked to enhance our investment strategy and significantly improved our performance, in pursuit of that long-term goal.

WE’RE HERE TO HELP

Everybody’s investment needs are different and 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 – SR50 MySuperIndex, September 2017.

** SuperRatings Fund Crediting Rate Survey – SRP50 Balanced options (60-76) Index, September 2017.

# Media Super has engaged Industry Fund Services Limited (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.