Asgard

Asgard Elements Allocated Pension Account

No. of members: 211940
Fund size: $22.9b
Public offer:
Product type: Master Trust-Allocated Pension
Target market: -
Year started: 2004
Past 5-year return
-
Admin fee

$50

Calc fees on 50k

$940

SuperRatings awards
Past 5-year return
-
Admin fee

$50

Calc fees on 50k

$940

SuperRatings awards

Pros and Cons

Pros and Cons

  • Extensive selection of investment options available covering a wide range of risk strategies.
  • Access to financial advisers that assist with building investment portfolios.
  • Contributions can be paid via direct debit, BPay or by cheque from members or employers.
  • Comprehensive insurance offerings.
  • Statements are sent every 6 months.
  • Required minimum ongoing account balance of $2,000.
  • Ability to transfer between Asgard Elements and Asgard eWRAP super and pension products.

Summary

Asgard Elements Allocated Pension Account was established in 2004 to service the retirement needs of members from a wide range of industries. The fund is available through adviser networks and authorised holders of an Australian Financial Services Licence.Asgard Elements Allocated Pension Account offers a range of diversified and single sector options, as well as access to term deposits and cash. The Balanced Multi-blend option underperformed the relevant SuperRatings Index over the 10 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 Elements Allocated Pension Account 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 selection of investment options available covering a wide range of risk strategies.
    • Access to financial advisers that assist with building investment portfolios.
    • Contributions can be paid via direct debit, BPay or by cheque from members or employers.
    • Comprehensive insurance offerings.
    • Statements are sent every 6 months.
    • Required minimum ongoing account balance of $2,000.
    • Ability to transfer between Asgard Elements and Asgard eWRAP super and pension products.

    Asgard Elements Allocated Pension Account was established in 2004 to service the retirement needs of members from a wide range of industries. The fund is available through adviser networks and authorised holders of an Australian Financial Services Licence.Asgard Elements Allocated Pension Account offers a range of diversified and single sector options, as well as access to term deposits and cash. The Balanced Multi-blend option underperformed the relevant SuperRatings Index over the 10 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 Elements Allocated Pension Account 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
      DIVERSIFIED FIXED INTEREST
      GROWTH
      AUSTRALIAN SHARES
      INTERNATIONAL SHARES
      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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