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Grosvenor Pirie Management Limited

Future Super Pension Plan

Balanced Growth

Past 5-year return
8.96

% p.a

Admin fee

$60

Calc fees on 50k

$501

SuperRatings awards
SuperRatings Silver 2022 PensionInfinity Recognised 2022
Past 5-year return
8.96

% p.a

Admin fee

$60

Calc fees on 50k

$501

SuperRatings awards
SuperRatings Silver 2022 PensionInfinity Recognised 2022

Quick pension fund review

For Future Super Pension Plan

These are the benefits of this pension fund.

  • No information was provided by the fund to SuperRatings. For available information refer to the fund's PDS

Future Super is a superannuation fund that invests with the mission to create a prosperous future free from climate change and inequality. It aims to provide competitive returns to members while making a positive impact for the environment and society. The fund is Infinity Recognised, which is a result of its strong commitment to environmental and social principles. A minimum initial investment of $20,000 is required to commence membership. Members have access to a single diversified investment strategy, the Balanced Growth option. Environmental, Social and Governance (ESG) considerations are integrated into its investment strategy, and investment decisions are based on regular positive and negative screening processes to ensure that investments are consistent with the fund’s value. The Balanced Growth option outperformed the relevant SuperRatings Index over the 3- and 5-year periods to 30 June 2021, albeit underperformed over the 1-year period.Fees are lower than the industry average across all account balances assessed. The fund does not charge an investment switching fee, although a buy/sell spread may apply.A reasonable level of pension flexibility is offered, with members able to select from a choice of four payment frequencies ranging from monthly to annually. Members can also choose between binding nominations and reversionary pension for death benefit payments. Members can view their account information, update their details and perform transactions through the secure online member portal. The 'Future Super Blog' features a series of online educational materials related to ethical investment, industry trends and member stories.

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Pension fund overview

For Future Super Pension Plan

TMD

Features

Variety of options

Binding nominations

Account size discount

Online Access

Home loans

Financial planning service

Non-lapsing binding nominations

Employer size discount

Anti-detriment payments

Credit cards

Insurance Cover

Health insurance

Insurance life event increases

Total and permanent disability cover

Long term income protection

Fees

Admin fee

$60

Administration fee (%)

0.55%

Switching fee

$0

Investment fee

0.2%

Indirect cost ratio (%)

0.13%

Exit fee

$0
Available
Not available
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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
+ View additional option performance information

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