Our FWO model portfolios have experienced significant outperformance on a “like for like” industry super fund comparison.  You can see the full breakdown of performance below.

If you have any questions about your own super or would like to know how your portfolios are performing please contact
Tim Ward on tim@fwo.net.au or call 07 3833 3999.   

Performance of FWO “Retail” portfolios net of fees per annum

As at 28 Feb 2015:

                                                1 Year                   3 Year                   5 Year

Balanced                              16.06%                  16.82%                  11.77%

Assertive/Growth           16.87%                  18.34%                  12.32%

Aggressive                          16.89%                  19.57%                  12.40%

 

Comparison with other industry super funds as at 28 Feb 2015 

As at 28 Feb 2015:

FWO Balanced                  16.06%                  16.82%                  11.77%

SunSuper Balanced         11.9%                    12.8%                    9.0%

QSuper Balanced             12.87%                  12.11%                  8.70%                   

REST Super Balanced      11.34%                  13.77%                  9.97%

An important note is that REST has been regarded as the best performing industry super fund for the past 5 years. The FWO model portfolio outperformed REST by 1.8% year on year for 5 years. This equates to an extra $13,600 in super funds based on a portfolio of $100,000 over 5 years.

performance