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
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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