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ClearView

ClearView WealthFoundations - Pension

IPS Active Dynamic 70

Awards

Winner of SuperRatings Other 2021 Pension

Past 5-year return
6.73

% p.a

Admin fee

$0

Calc fees on 50k

$685

SuperRatings awards
SuperRatings Other 2021 Pension
Past 5-year return
6.73

% p.a

Admin fee

$0

Calc fees on 50k

$685

SuperRatings awards
SuperRatings Other 2021 Pension

Quick pension fund review

For ClearView WealthFoundations - Pension

These are the benefits of this pension fund.

  • 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 outperformed the relevant SuperRatings Index over the year to 30 June 2020; however, underperformed over the longer term. Fees are lower than the industry average across small account balances, although remain higher than the industry average across medium and large account 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 fortnightly, 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 on the fund’s website.

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Pension fund overview

For ClearView WealthFoundations - Pension

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    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
    AUSTRALIAN SHARES
    INTERNATIONAL SHARES
    CASH
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