Investment Performance In Perspective

SEPTEMBER 2026

When it comes to investing, performance matters. But it is only one part of a much bigger picture.

A good investment strategy starts with understanding what you are trying to achieve, the timeframe you are working towards and the level of risk that is appropriate for you. From there, investments need to be selected, monitored and adjusted as circumstances and markets change.

At McQueen Group, investment management forms part of a broader approach to building and protecting wealth. From financial modelling and retirement planning to superannuation, SMSFs and investment management, the aim is to ensure the different parts of your financial world are working together towards your longer-term goals.

While past performance can never guarantee future results, we also believe it is important to measure how our investment portfolios are performing.

How did McQueen Group portfolios compare?

We recently reviewed our investment performance against comparable investment options offered by Australia's ten largest superannuation funds by assets under management.

For the last financial year, 71 comparable investment options were identified across the ten funds.

McQueen Group portfolios outperformed 70 of the 71 comparable investment options, representing 98.59% of those included in the comparison. Average outperformance was 2.86%.

We also looked beyond a single year. Of those investment options, 65 had sufficient history to allow a three-year comparison.

Over three years, McQueen Group portfolios outperformed 63 of the 65 comparable investment options, or 96.92%. Average annualised outperformance was 1.33%.

Looking beyond the numbers

These are results we are pleased to share, but investing is about much more than the performance achieved in any particular year.

The role of an investment strategy is to support the goals it was designed for, whether that is building wealth over time, preparing for retirement, managing superannuation or supporting the financial needs of your family.

That is why investment decisions at McQueen Group sit within the context of the bigger financial picture.

We believe transparency around the investment process is an important part of our commitment to our clients and provides greater insight into how investment decisions are made within portfolios. 

For our existing wealth clients, these results provide another opportunity to reflect on the progress of your strategy and the importance of continuing to review it over time.

For others, they provide an insight into the role professional investment advice can play in building and managing wealth over the longer term. Having a considered investment strategy means looking beyond individual investments or short-term market movements to ensure your portfolio remains aligned with your goals, circumstances and appetite for risk.

Whether you are building wealth, preparing for retirement or thinking about how best to invest for the future, having a clear strategy can provide greater confidence in the decisions you make.

Is your investment strategy working towards your bigger financial goals?

Whether you already have an investment strategy in place or are considering investing for the future, the McQueen Group Wealth team can help you understand your options and develop an approach aligned with your goals and circumstances.

About the comparison

The comparison used investment options from Australia's ten largest superannuation funds by assets under management: AustralianSuper, Australian Retirement Trust, Hostplus, Rest, Aware Super, HESTA, Mercer Super Trust, Cbus, UniSuper and MLC MySuper/MLC Simple Choice.

Investment options without a comparable McQueen portfolio were excluded. As the super funds do not publish the individual underlying holdings of their portfolios, available growth and defensive asset allocations were used to determine comparable investment options.

Six investment options included in the one-year comparison did not have a three-year track record and were therefore excluded from the three-year comparison.

Data correct as at 1 August 2026.

This article is general in nature and does not constitute legal, tax, or financial advice. Please consult your professional adviser for guidance specific to your circumstances.

 Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant product disclosure statement (PDS) or other offer document prior to making an investment decision in relation to a financial product (including a decision about whether to acquire or continue to hold).