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Asgard

Asgard Allocated Pension Account - SMAF

SMA Balanced

Awards

Winner of SuperRatings Silver 2021 MyChoice Super, SuperRatings Silver 2021 Pension

Past 5-year return
9.46

% p.a

Admin fee

$45

Calc fees on 50k

$870

SuperRatings awards
SuperRatings Silver 2021 MyChoice SuperSuperRatings Silver 2021 Pension
Past 5-year return
9.46

% p.a

Admin fee

$45

Calc fees on 50k

$870

SuperRatings awards
SuperRatings Silver 2021 MyChoice SuperSuperRatings Silver 2021 Pension

Quick pension fund review

For Asgard Allocated Pension Account - SMAF

These are the benefits of this pension fund.

  • 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 each assessed time period to 30 June 2020; 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 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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Pension fund overview

For Asgard Allocated Pension Account - SMAF

TMD

    Target Market Determination

    Visit Asgard to view 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
    HIGH GROWTH
    CONSERVATIVE BALANCE
    GROWTH
    CAPITAL STABLE
    + View additional option performance information

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