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Fund data valid as of January 31, 2017

Typical Fees

Balance This Fund Industry Average Difference
5k $132 $156 -$24
50k $569 $614 -$45
100k $1,054 $1,129 -$75

Investment Allocation

Intl shares 27.0%
Aus shares 28.0%
Property 6.0%
Alternative 14.0%
Fixed interest 20.0%
Cash 5.0%

Fees & Charges

Administration Fee ($) $84
Administration Fee (%) 0.55%
Investment Fee 0.42%
Switching Fee $0
Exit Fee $80.60
Account Size Discount No
Employer Size Discount No

Fund Features

Financial Planning Service
Health Insurance
Home Loans
Credit Cards
Binding Nominations
Non-lapsing Binding Nominations
Insurance Life Event Increases
Anti-detriment Payments
Long Term Income Protection

About this Fund

Membership 72,008
Total Assets $8,255,721,799
Year Started 2014
Target Market All Industries
Offered to Public? Yes
Fund Type Master Trust-Personal

Investment Option Performance

Asset Allocation Category FYTD FY 2016 FY 2015 FY 2014 FY 2013 FY 2012 Comparison
Balanced 7.19%
5.43%
-0.25%
2.81%
10.54%
9.60%
Fund
Benchmark
  • Legend:
  • Outperformed average
  • Underperformed average
  • Negative returns

Annualised figures are the average per year returns of the rated option based on the cumulative returns for the past 5 years to 30/06/2016, past performance is not a reliable indicator of future performance. Performance and fee data is based on the option which is rated by SuperRatings and stated on each product's landing page.

Benchmark investment information - how performance is measured

To ensure comparability for consumers, the RateCity superannuation comparison is based on the asset allocation of each of the MySuper/Pension products, irrespective of the name of the investment option. This methodology allows consumers to compare products on a like for like basis and removes any ambiguities associated with the name of the investment option. For example, an investment option may be classified as growth, however its asset allocation may in fact mean it should be classified as high growth. By using the asset allocation as the dominant identifier, we believe this provides the most robust framework for consumers to compare funds and recognise that this is a consistent approach to that of SuperRatings methodology.

Option Type Percentage of Growth Assets
min-max %
High Growth 91-100%
Growth 77-90%
Balanced 60-76%
Conservative Balanced 41-59%
Capital Stable 20-40%
Secure 0-19%


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