Independent performance tables to 30 June are in, and the AFR has listed the best‑performing large super funds. Our flagship Nucleus Growth fund finished near the very top with a 12.1 % return for FY‑25¹.
We’re proud of the outcome, but prouder still of how we achieved it.
| Driver | Our positioning | Why it helped |
|---|---|---|
| Equities | Maintained a meaningful global equity weight all year, leaning into international names. Trimmed risk just before the early‑2025 “liberation‑day” policy shift. | Captured the bulk of the rally while cushioning the subsequent pull‑back. |
| Bonds | Rotated into shorter‑duration Australian bonds in March. | Limited the impact of rising yields as inflation expectations and budget deficits lifted. |
| Stock selection | Kept a structural tilt to quality tech in the US and added Europe/Japan exposure. | Benefited from tech leadership plus currency tailwinds as the USD softened. |
Since launch eight years ago, Nucleus Growth Fund has outpaced the median growth super option with ≈25 % less volatility. Consistency matters more to us than any single‑year headline.
Tax efficiency & transparency – Every holding is visible in the portal, and we optimise realised gains.
Personalisation – Direct‑index “building blocks” let members tilt—or avoid—specific sectors.
Lower Fees – At a $50 k balance, our direct‑index option is roughly half the cost of the average fund; our active portfolios are about 20 % cheaper².
To mark the result we’ll rebate all entry costs for new super investors who join before 30 September 2025. Click here to set up an account and take advantage of this offer.
Already a member? Any additional deposits you make will enjoy the same rebate through 31 December 2025.
The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an Authorised Representative of Nucleus Advice Pty Limited, Australian Financial Services Licensee 515796. And Nucleus Wealth is a Corporate Authorised Representative of Nucleus Advice Pty Ltd.
¹ AFR “Top Performing Super Funds FY25”, published July 2025.
² Internal fee comparison versus APRA data. See here for details.