2006 Super Fund Performance
A historical report on the Bainsworld Superannuation Fund's 2006 return and share portfolio holdings.
Archive note: This post is part of my historical SMSF archive and reflects my fund activity and thinking at the time it was written. It is not current financial, tax, legal, or investment advice, and past performance is not a guide to future returns.
I just noticed that I forgot to post last year’s results for the Bainsworld Superannuation Fund. Our investment earnings rate for 2006 was 11.7% which seems a little low given the way the Australian market has been performing of late. Still we think that 2007 will be an improvement on this.
Holdings include shares in:
- Alinta
- ARB Corporation
- BlueScope Steel
- ConnectEast Group
- JF Meridian Trust
- National Australia Bank
- OrotonGroup
- The Reject Shop
- Toll Holdings
We also have a number of managed investments and units in an unlisted property trust. The standout performer in our portfolio is The Reject Shop (ASX code TRS) which has been growing at a compound annual growth rate of 100% - yes, it has doubled in value every year for the four years we have held it!