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Asgard Allocated Pension Account - SMAF

Past 5-year return
9.34%
Admin fee
$45
Calculated Fees on 50k
$1,192
Extensive investment menu with access to 5 SMA diversified options as well as over 330 external manager options.
Investor Online provides online access to view account details, balances and transactions.
6 monthly investor report and newsletter sent to members.
Strong past investment performance.
Fee rebates available on some investment options for larger account balances.
Fee discounts also accessible through Family Group Linking
Asgard Managed Profiles and Separately Managed Account - Funds was established in 1993 and was designed to provide a wide range of investment options to members and their authorised advisor. Asgard members have access to five pre-set investor portfolios and over 450 individual managed investments, as well as securities listed in the ASX, term deposits and cash accounts. The SMA Balanced option has underperformed the SuperRatings Index over the five-year period to 30 June 2017; however, due to the extensiveness of the investment menu, returns will vary depending on the investments selected.Fees are higher than the industry average across all assessed account balances. No switching fee or exit fee is applicable; however, buy-sell spreads charged by investment managers may apply. The Asgard SMAF Allocated Pension account provides good flexibility. Members have the option to choose from monthly, quarterly, or annual pension payments which will deposited into a nominated bank account. The product offers estate planning features such as binding nomination and reversionary pensions, and drawdown strategies can be select on a pro-rata or priority basis.Members have access to financial planning services, account details and extensive reporting facilities provided online via the Investor Online facility, and a large range of educational materials and calculators on the fund's website.

Fees & fund features

Admin fee
Admin fee
$45
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.52%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Admin fee
Admin fee
$45
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.52%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Fund fees vs. Industry average
Fund past-5-year return vs. Industry average
Investment allocation
Investment option performance
+ View additional option performance information
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