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Guild Trustee Services

GuildPension

Balanced

Awards

Winner of SuperRatings Other 2021 Pension

Past 5-year return
New

% p.a

Admin fee

$95

Calc fees on 50k

$868

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

% p.a

Admin fee

$95

Calc fees on 50k

$868

SuperRatings awards
SuperRatings Other 2021 Pension

Quick pension fund review

For GuildPension

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.

GuildPension was established to service the retirement needs of members from the pharmacy sector, veterinary and allied health industries. The fund is a public offer fund and allows members from all industries to apply for membership. The pension fund requires a minimum initial investment of $10,000 to commence membership.GuildPension offers a selection of 4 diversified options and a single sector option. The Balanced option outperformed the relevant SuperRatings Index over the 1-year period to 30 June 2020; however, underperformed across other assessed periods.Fees are higher than the industry average across all account balances assessed. A percentage-based administration fee rebate applies to members who make an investment choice and have accounts balances of $25,000 or more. The fund does not charge switching fees, although a buy-sell spread may apply.GuildPension offers a good level of pension flexibility, with members able to select from twice-monthly through to yearly payment frequencies. Members with more than one investment option can nominate the proportion of payments to be drawn from each option. Members can also select from non-binding death nomination or reversionary lump sum death benefits.The fund offers a range of educational materials through the Learning Centre, as well as online consolidation services. Members may also register for SUPERSUPER, a rewards program that provides super contributions directly into their account each time they shop at participating retailers.

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Pension fund overview

For GuildPension

TMD

    Target Market Determination

    Visit Guild Trustee Services to view Target Market Determination.

    Embed

    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
    GROWTH
    CAPITAL STABLE
    CASH
    + View additional option performance information