FUTURE FUND – Portfolio update at 31 December 2015

27 Jan 2016

The Future Fund, Australia’s Sovereign Wealth Fund, today (27 January 2016) released its portfolio update1 aat 31 December 2015 . The Hon Peter Costello AC, is the Chair of the Future Fund Board of Guardians

Future Fund performance
The Future Fund generated a return of 8.4% for the 12 months ending 31 December 2015. The Fund grew to A$118.4bn. Since 2006 investment returns of A$57.9bn have been generated on the original contributions from government which were valued at $60.5bn at the time of transfer.

Medical Research Future Fund
The Medical Research Future Fund has generated a return of minus 0.1% since the first contribution to the Fund. At 31 December 2015 the Medical Research Future Fund was valued at A$3.139 billion.

Nation-building Funds 
Over the last 12 months the Building Australia Fund and Education Investment Fund returned 2.7% and 2.6% respectively. The target benchmark return for both funds during that period was 2.6%. At 31 December 2015 the value of the Education Investment Fund was A$3.708 billion, the Building Australia Fund stood at $3.651 billion.

DisabilityCare Australia Fund
At 31 December 2015 the value of the DisabilityCare Australia Fund was A$4.29 billion having generated a return of 2.8% for the 12 months against a target of 2.6%.