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Asgard

Asgard eWRAP Allocated Pension Account

Adv Balanced Multi-blend Fund

Awards

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

Past 5-year return
New

% p.a

Admin fee

$975

Calc fees on 50k

$1.6k

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

% p.a

Admin fee

$975

Calc fees on 50k

$1.6k

SuperRatings awards
SuperRatings Silver 2021 MyChoice SuperSuperRatings Silver 2021 Pension

Quick pension fund review

For Asgard eWRAP Allocated Pension Account

These are the benefits of this pension fund.

  • Advanced online transaction features for advisers.
  • High quality online client portfolio management tools.
  • Fee cap on administration fees.
  • Administration fee not charged on funds in Cash Account.
  • Fund manager rebates passed onto investors.

Asgard eWRAP Allocated Pension Account was established in 2003 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 eWRAP Allocated Pension Account provides access to over 530 individual managed investments, as well as ASX listed securities, term deposits and cash accounts. The Advance Balanced Multi-blend option underperformed the relevant SuperRatings Index over each assessed time period to 30 June 2020.Fees are higher than the industry average across all account balances assessed. The administration fee is tiered and will decrease from $100,000 and will not be charged after $3 million. 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 also are no switching fees, although a buy-sell spread may apply. Asgard eWRAP Allocated Pension Account offers a reasonable level of pension flexibility, with members able to select from monthly, quarterly 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 eWRAP Allocated Pension Account

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
    DIVERSIFIED FIXED INTEREST
    GROWTH
    CAPITAL STABLE
    PROPERTY
    CASH
    + View additional option performance information