Yellow Brick Road

Allan Gray Retirement

No. of members: 24926
Fund size: $770.7m
Public offer:
Product type: Master Trust-Allocated Pension
Target market: -
Year started: 2018
Past 5-year return
-
Admin fee

$50

Calc fees on 50k

$545

SuperRatings awards
Past 5-year return
-
Admin fee

$50

Calc fees on 50k

$545

SuperRatings awards

Pros and Cons

Pros and Cons

  • Choice of curated list of investment options - managed funds listedshares ETFs and term deposits
  • Ability to use expertise of a financial adviser or invest directly with feesthe same whether advised or direct
  • Intuitive easy to use transactional functionality
  • Backing of top equity fund manager with runs on the board and aunderstanding of investment
  • Very strong public website calculator to determine what you paydepending on how you invest
  • Great online portal research and educational material 24/7 access viewtransactions account balanced
  • Ability to transact online and run reports across any date range
  • Ability to use Pension refresh, and streamlined super to pension options including in specie direct assets being able to transfer

Summary

Allan Gray Retirement is a pension product offered through the MAP Superannuation Plan Division II. A minimum initial investment of $20,000 is required to commence a Pension account, and a Transition to Retirement Pension is also available.Members are offered a wide range of Investment Options including the Cash Hub, Managed Funds, Term Deposits, and Managed Account Model Portfolios and ASX Listed Securities. Performance history is currently unavailable for this product.Fees associated with this product are competitive and lower than the industry average across all account balances assessed. Members can make investment switches at no cost.Allan Gray Retirement provides reasonable flexibility, with members having the ability to receive payments quarterly, monthly, quarterly, half-yearly or annually on a date set by the fund. Beneficiary options include non-binding and binding nominations, as well as reversionary pensions. Members have access to their account online via the Secure Online Portal, where they can manage their account and perform transactions such as switching investment options and varying pension payments.

Features and Fees

Yellow Brick Road Fees and Features

    Pros and Cons

    • Choice of curated list of investment options - managed funds listedshares ETFs and term deposits
    • Ability to use expertise of a financial adviser or invest directly with feesthe same whether advised or direct
    • Intuitive easy to use transactional functionality
    • Backing of top equity fund manager with runs on the board and aunderstanding of investment
    • Very strong public website calculator to determine what you paydepending on how you invest
    • Great online portal research and educational material 24/7 access viewtransactions account balanced
    • Ability to transact online and run reports across any date range
    • Ability to use Pension refresh, and streamlined super to pension options including in specie direct assets being able to transfer

    Allan Gray Retirement is a pension product offered through the MAP Superannuation Plan Division II. A minimum initial investment of $20,000 is required to commence a Pension account, and a Transition to Retirement Pension is also available.Members are offered a wide range of Investment Options including the Cash Hub, Managed Funds, Term Deposits, and Managed Account Model Portfolios and ASX Listed Securities. Performance history is currently unavailable for this product.Fees associated with this product are competitive and lower than the industry average across all account balances assessed. Members can make investment switches at no cost.Allan Gray Retirement provides reasonable flexibility, with members having the ability to receive payments quarterly, monthly, quarterly, half-yearly or annually on a date set by the fund. Beneficiary options include non-binding and binding nominations, as well as reversionary pensions. Members have access to their account online via the Secure Online Portal, where they can manage their account and perform transactions such as switching investment options and varying pension payments.

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    Yellow Brick Road Fees and Features

      Fund fees vs. Industry average
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      Fund past-5-year return vs. Industry average
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      Past 5-year return
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      Calc fees on 50k
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