Asgard

Asgard Allocated Pension Account - SMAF

No. of members: 211940
Fund size: $22.9b
Public offer:
Product type: Master Trust-Allocated Pension
Target market: -
Year started: 1993
Past 5-year return
4.87%
Admin fee

$45

Calc fees on 50k

$1.2k

SuperRatings awards
Past 5-year return
4.87%
Admin fee

$45

Calc fees on 50k

$1.2k

SuperRatings awards

Pros and Cons

Pros and Cons

  • 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

Summary

Asgard Allocated Pension Account SMAF was established to service the retirement needs of members from a wide range of industries. The fund is a public offer fund and allows members from all industries and their authorised advisers to apply for membership.Asgard Allocated Pension Account provides access to over 350 individual managed investments, as well as ASX listed securities, term deposits and cash accounts. The SMA Balanced option underperformed the relevant SuperRatings Index over the 7 years to 30 June 2019.Fees are higher than the industry average across all account balances assessed. A minimum balance of $2,000 must be held in a cash account to facilitate various account transactions. Any associated cash account interest charges have not been included in the calculated fees below. There are no switching fees, although a buy-sell spread may apply.Asgard Allocated Pension Account SMAF offers a reasonable level of pension flexibility, with members able to select from monthly, quarterly, half-yearly and yearly payment frequencies. Members may also select from binding and non-binding death nomination, as well as reversionary pensions.Members have access to detailed account information via the Investor Online facility. The fund also provides financial advisers with a range of sophisticated portfolio management and administrative features, as well as real-time reporting for greater transparency.

Features and Fees

Asgard Fees and Features

    Pros and Cons

    • 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 Allocated Pension Account SMAF was established to service the retirement needs of members from a wide range of industries. The fund is a public offer fund and allows members from all industries and their authorised advisers to apply for membership.Asgard Allocated Pension Account provides access to over 350 individual managed investments, as well as ASX listed securities, term deposits and cash accounts. The SMA Balanced option underperformed the relevant SuperRatings Index over the 7 years to 30 June 2019.Fees are higher than the industry average across all account balances assessed. A minimum balance of $2,000 must be held in a cash account to facilitate various account transactions. Any associated cash account interest charges have not been included in the calculated fees below. There are no switching fees, although a buy-sell spread may apply.Asgard Allocated Pension Account SMAF offers a reasonable level of pension flexibility, with members able to select from monthly, quarterly, half-yearly and yearly payment frequencies. Members may also select from binding and non-binding death nomination, as well as reversionary pensions.Members have access to detailed account information via the Investor Online facility. The fund also provides financial advisers with a range of sophisticated portfolio management and administrative features, as well as real-time reporting for greater transparency.

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    Asgard Fees and Features

      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
      HIGH GROWTH
      CONSERVATIVE BALANCE
      GROWTH
      CAPITAL STABLE
      + View additional option performance information
      Product
      Past 5-year return
      Admin fee
      Company
      Calc fees on 50k
      Features
      SuperRatings awards
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