ClearView WealthFoundations - Pension
$0
$670
$117
$472
$0
$670
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
Fund past-5-year return vs. Industry average
Investment allocation
Investment option performance
Product | Past 5-year return | Admin fee | Company | Calc fees on 50k | Features | SuperRatings awards | Go to site | ||
|---|---|---|---|---|---|---|---|---|---|
4.38% | $205 | Promoted | $1.2k | Advisory services Death insurance Income protection Online access Term deposits Variety of options | More details | Highlighted | |||
4.14% | $0 | Promoted | $670 | Advisory services Death insurance Income protection Online access Term deposits Variety of options | More details | ||||
New | $0 | Promoted | $1.2k | Advisory services Death insurance Income protection Online access Term deposits Variety of options | More details |
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