Superannuation and Gold
IMPROVE
portfolio risk adjusted returns
DIVERSIFY
to protect investment objectives
PROVIDE
liquidity to meet liabilities in times of market stress
Over two thirds (69%) of Australians with a superannuation fund (“Super”) feel optimistic about their future, though almost half (44%) acknowledge that they might need to make sacrifices to meet their desired retirement lifestyle.
Gold vs Australian CPI levels*
Sources: Bloomberg, ICE Benchmark Administration, World Gold Council; Disclaimer
* Note: Based on LBMA Gold Price PM in AUD and Australian CPI between 2002 and 2022.
Sources: Bloomberg, ICE Benchmark Administration, World Gold Council; Disclaimer
* Note: Based on LBMA Gold Price PM in AUD and Australian CPI between 2002 and 2022.
Annual returns on major assets in Australian dollars (%)*
Sources: Bloomberg, World Gold Council; Disclaimer
*As of 31 December 2022. 2023 Y-t-d refers to 30 June 2023. Based on LBMA Gold Price PM, AusBond Bank Bill Index, AusBond 0+ Composite Index, Bloomberg Barclay Global Agg, ASX300 Index, MSCI World Index, ASX300 A-REIT Index, FTSE EPRA/NAREIT Developed ex-Australia Index, FTSE Developed Core Infrastructure Index. All calculations are in AUD.
Sources: Bloomberg, World Gold Council; Disclaimer
*As of 31 December 2022. 2023 Y-t-d refers to 30 June 2023. Based on LBMA Gold Price PM, AusBond Bank Bill Index, AusBond 0+ Composite Index, Bloomberg Barclay Global Agg, ASX300 Index, MSCI World Index, ASX300 A-REIT Index, FTSE EPRA/NAREIT Developed ex-Australia Index, FTSE Developed Core Infrastructure Index. All calculations are in AUD.
Sources: Bloomberg, CBOE, COMEX, World Gold Council; Disclaimer
Data as of 30 December, 2022
Sources: Bloomberg, ICE Benchmark Administration, World Gold Council; Disclaimer
Data as of: 30 June, 2023
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Returns, volatility, correlations and trading volumes for gold, bonds, equities and other major asset classes
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