ClearView

ClearView WealthFoundations - Pension

No. of members: 41120
Fund size: $2b
Public offer:
Product type: Master Trust-Allocated Pension
Target market: -
Year started: 2014
Past 5-year return
4.14%
Admin fee

$0

Calc fees on 50k

$670

SuperRatings awards
Past 5-year return
4.14%
Admin fee

$0

Calc fees on 50k

$670

SuperRatings awards

Pros and Cons

Pros and Cons

  • 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.

Summary

Clearview Retirement Plan was established in 1989 by Clearview Retirement Solutions. The WealthFoundations Fund offers a tailored investment solution to members and their authorised adviser. ClearView WealthFoundations Pension offers a range of diversified and single sector options, as a well as a Guaranteed Cash option. The IPS Active Dynamic 70 option underperformed the relevant SuperRatings Index over all assessed time periods to 30 June 2019. Fees are lower than the industry average across small account balances, although remain higher than the industry average across medium and large account sized balances assessed. The fund does not charge a switching fee, although a buy-sell spread may apply.ClearView WealthFoundations Pension offers reasonable pension flexibility, with members able to select from twice-monthly, monthly, quarterly, half-yearly and yearly payment frequencies. The fund offers binding and non-lapsing binding death nominations, as well as reversionary pensions. Members may also select to have payments indexed to CPI each year. Members have access to a range of educational materials, newsletters and calculators found online in the fund’s website. Financial advice and magazines are also available on the website.

Features and Fees

ClearView Fees and Features

    Pros and Cons

    • 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.

    Clearview Retirement Plan was established in 1989 by Clearview Retirement Solutions. The WealthFoundations Fund offers a tailored investment solution to members and their authorised adviser. ClearView WealthFoundations Pension offers a range of diversified and single sector options, as a well as a Guaranteed Cash option. The IPS Active Dynamic 70 option underperformed the relevant SuperRatings Index over all assessed time periods to 30 June 2019. Fees are lower than the industry average across small account balances, although remain higher than the industry average across medium and large account sized balances assessed. The fund does not charge a switching fee, although a buy-sell spread may apply.ClearView WealthFoundations Pension offers reasonable pension flexibility, with members able to select from twice-monthly, monthly, quarterly, half-yearly and yearly payment frequencies. The fund offers binding and non-lapsing binding death nominations, as well as reversionary pensions. Members may also select to have payments indexed to CPI each year. Members have access to a range of educational materials, newsletters and calculators found online in the fund’s website. Financial advice and magazines are also available on the website.

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    ClearView 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
      DIVERSIFIED FIXED INTEREST
      GROWTH
      AUSTRALIAN SHARES
      INTERNATIONAL SHARES
      CASH
      + View additional option performance information
      Product
      Past 5-year return
      Admin fee
      Company
      Calc fees on 50k
      Features
      SuperRatings awards
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