Retirees cannot compare their retirement phase super fund’s cost or performance using public benchmarking. So today I have sourced you a snapshot of the best performing funds in the retirement phase.
Hi Bec, great content. I'm all in – glued every week.
Why is there a difference between this data for 10 Year Growth Funds (e.g. HostPlus Balanced 10%, Australian Super Balanced 9.5%, UniSuper Balanced 9.4%) and the data published in "These are the top-performing super funds for retirees" on 3rd Feb 2024 (e.g. Hostplus Balanced 9.2%, Australian Super Balanced 8.8%, UniSuper Balanced 8.6%)? Is it another 6 months data? What am I missing?
Hi Bec, probably a bit late to ask this question, but anyway.... Do the ten-year charts above show "Average Annual Growth Rate" or "Compound Annual Growth Rate"?
Hi Bec, great content. I'm all in – glued every week.
Why is there a difference between this data for 10 Year Growth Funds (e.g. HostPlus Balanced 10%, Australian Super Balanced 9.5%, UniSuper Balanced 9.4%) and the data published in "These are the top-performing super funds for retirees" on 3rd Feb 2024 (e.g. Hostplus Balanced 9.2%, Australian Super Balanced 8.8%, UniSuper Balanced 8.6%)? Is it another 6 months data? What am I missing?
Hi Bec, probably a bit late to ask this question, but anyway.... Do the ten-year charts above show "Average Annual Growth Rate" or "Compound Annual Growth Rate"?