Happy new year, and welcome to the latest quarterly update from Vision Super.
There’s no doubt it’s been an interesting few months for the share market – but it’s important to put that in context. Super is a long-term investment – and we’ve just seen one of the longest growth cycles in history, with our default Balanced growth option generating positive returns ten years in a row. Although the markets have dropped a little since their peak, the fundamentals of the global economy are still good, and while returns are fluctuating, Vision Super’s long-term returns are still very strong at 7.15% over ten years (as at 30 November 2018).
Importantly, investors who get spooked when markets start moving lock in their losses if they change investment options at the bottom of the market. If you’re not sure whether you’re in the right investment option, I’d strongly encourage you to talk to us – we offer Vision Super members free one-off advice on your investment choices over the phone with one of our qualified financial planners – just call our Contact Centre on 1300 300 820 to organise a time to talk.
Apart from a more in-depth investment update, in this quarterly update you'll also find a focus on budgeting, to ensure we start the new year on the right footing.
Wishing you all the best for 2019.