Superannuation and Gold
The right allocation of gold into an institutional or self-managed super can help:
IMPROVE
portfolio risk adjusted returns
DIVERSIFY
to protect investment objectives
PROVIDE
liquidity to meet liabilities in times of market stress
Our latest insights
Latest data
Inv. Upd. Australian Investors: Chart 6
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.
Gold has outpaced Australia’s Consumer Price Index (CPI) over the past 20 years.
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.
Gold’s performance has topped major assets in 2022 and so far in 2023
Annual returns on major assets in Australian dollars (%)*
Gold’s performance has topped major assets in 2022 and so far in 2023
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.
2022 and H1 2023 returns from 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.
Superannuation Chart 1
Gold has been less volatile over the past decade than Australian REITs and on par with the ASX 200 and MSCI Australia
Sources: Bloomberg, CBOE, COMEX, World Gold Council; Disclaimer
Data as of 30 December, 2022
Superannuation Chart 2
Gold bought in AUD, has returned a compound annual growth rate (CAGR) of 11.13% over the past 5 years
Sources: Bloomberg, ICE Benchmark Administration, World Gold Council; Disclaimer
Data as of: 30 June, 2023
Get in touch
If you have any questions please get in touch.
Tools and dashboards
Returns, volatility, correlations and trading volumes for gold, bonds, equities and other major asset classes
