EOFY Super returns headed for +9%

Mike Taylor

Managing Editor/Publisher, Financial Newswire

20 June 2025

Superannuation fund returns are being forecast to end the year at around nine per cent, according to the latest analysis from Chant West.

The superannuation research house made the prediction at the same time as reporting that the median growth fund (60%-80% in growth assets) was up 2.7% in May.

“With markets up in June so far and less than two weeks of the financial year remaining, Chant West estimates that the median growth fund return for FY25 is sitting at about 9%,” the company said.

Chant West Senior Investment Research Manager, Mano Mohankumar said listed markets, infrastructure and currency had been key contributors to the strong return for the financial year so far.

“Indeed, all major asset classes have delivered positive returns over the period. A final return close to 9% would be an astonishing result in light of the volatility we’ve seen this past year.

“The FY25 experience highlights the importance of remaining patient and not getting distracted by short-term noise. President Trump’s ‘Liberation Day’ tariff announcements rocked share markets in early April, but his subsequent pause on tariffs on most countries soon after resulted in a strong share market rally that continued into June. However, we’ve seen some risk-off sentiment in recent days due to escalating tensions in the Middle East,” Mohankumar said.

“This year’s result would follow the strong returns for FY23 and FY24 when growth options returned 9.2 per cent and 9.1 per cent, respectively. It would also represent the 14^th positive year out of the last 16. Most importantly, super funds continue to meet their long-term return and risk objectives,” he said.