Eureka Correspondence

Calculating fund performance, term deposits confusion, and too much gloss on bonds.

There is much in the media at the moment on how various funds performed and how SMSFs compare, if indeed the trustees know. It is fine to say the median return was “x%” and the top performers were “y%”, but can you inform us on the following:

1. Is the method for calculating these returns 100% consistent for every fund; and

2. How is a fund’s performance calculated?


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