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Future Fund achieves 12.2% in FY25, tops other instos
September 22, 2025
|Financial Standard
Australia's sovereign wealth fund beat the returns of other institutional investors by achieving 12.2% p.a. in the last financial year and in the same breath boosted assets to a new high of $252.3 billion.
Global equities from developed markets, which the Future Fund has nearly 26% of its portfolio invested in, helped bolster returns. The 10.8% allocation to local equities also helped drive performance.
Toe to toe with other institutional investors, super funds' balanced options returned 10.1% p.a. on a median basis, according to estimates from SuperRatings.
New Zealand's sovereign wealth fund (NZSF), meanwhile, made 11.84% for the period.
Despite the concentration risk in the US stock market, Future Fund chief investment officer Ben Samild said the foothold in the sector has been "well rewarded" and is "difficult to step away from".
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