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Alcoa

Alcoa - Pensions

Growth

Awards

Winner of SuperRatings Other 2021 Pension

Past 5-year return
New

% p.a

Admin fee

$113

Calc fees on 50k

$493

SuperRatings awards
SuperRatings Other 2021 Pension
Past 5-year return
New

% p.a

Admin fee

$113

Calc fees on 50k

$493

SuperRatings awards
SuperRatings Other 2021 Pension

Quick pension fund review

For Alcoa - Pensions

These are the benefits of this pension fund.

  • No information was provided by the fund to SuperRatings, hence an alert rating may be given in areas where a qualitative assessment cannot be made. For available information refer to the fund's PDS.

Alcoa of Australia Retirement Plan was established in 2000 to provide employer-sponsored retirement services to employees and their spouses. The Pension Plan services both current and previous employees. The Pension Plan offers three diversified investment portfolios and a single sector cash investment as options for members. The Growth option outperformed the SuperRatings Index over the 1-year period to 30 June 2020; however, underperformed across other assessed time periods.Fees are lower than the industry average across all assessed account balances. No buy-sell spread or switching fees apply. Members can elect to stay in the fund after leaving employment, however fees may vary.The Pension Plan provides limited pension flexibility. Members can choose from monthly or annual payments that are paid on designated dates into a nominated bank account. Members are also able to choose to nominate binding, non-binding or reversionary beneficiaries. The default drawdown strategy is on a pro-rata basis, with the option to choose a priority draw down strategy.Members have online access to their accounts and the fund also provides access to a range of educational materials, including calculators, planners and investment commentary on the fund's website.

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Pension fund overview

For Alcoa - Pensions

TMD

    Target Market Determination

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    Fund fees vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Fund past-5-year return vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Investment allocation
    INTERNATIONAL SHARES
    AUSTRALIAN SHARES
    PROPERTY
    ALTERNATIVES
    FIXED INTEREST
    CASH
    OTHER
    Investment option performance
    BALANCED
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