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

Latest data

Chart 6: Gold could help achieve a CPI+X% return objective

Gold vs Australian CPI levels*

Chart 6: Gold could help achieve a CPI+X% return objective
Gold vs Australian CPI levels*
* Note: Based on LBMA Gold Price PM in AUD and Australian CPI between 2002 and 2022. Source: Bloomberg, ICE Benchmark Administration, World Gold Council

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.

Australia report 2023: Chart 1

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

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