Mercer

Mercer Portfolio Allocated Pension Account

Past 5-year return
New
Admin fee

$0

Calc fees on 50k

$1.3k

SuperRatings awards
Past 5-year return
New
Admin fee

$0

Calc fees on 50k

$1.3k

SuperRatings awards

Pros and Cons

Pros and Cons

  • Members have access to an extensive investment menu.
  • No initial investment set by fund.
  • Access to financial advice at no additional cost.
  • Member benefits such as discounted home loans and health insurance available.
  • Fee tiering applies based on member's account balances over $250,000.

Summary

Established in 2001, Mercer Portfolio Service is designed for members seeking an extensive range of investment options as well as sophisticated and detailed reporting on their superannuation savings. Members have access to a range of Model Choice portfolios (Multi and Asset Specific) and Market Choice managed investments across different strategies and management styles. Performance history is currently not available for this product.Fees are higher than the industry average across all account balances assessed. However, discounts do apply on the administration fee for account balances that exceed $250,000. Further savings through family group linking are also available. Mercer Portfolio Allocated Pension Account provides reasonable flexibility, with members having the ability to receive payments weekly through to annually. Beneficiary options are comprehensive, including both binding and non-binding nominations, as well as reversionary pensions.Members have access to Mercer financial advisers who can tailor super and retirement solutions to suit their needs. Mercer Super Trust's website incorporates Mercer Magazine and a Retirement Income Simulator tool. The fund's secure website further allows members to consolidate super, view and update account details, as well as perform transactions.

Features and Fees

Mercer Fees and Features

    Pros and Cons

    • Members have access to an extensive investment menu.
    • No initial investment set by fund.
    • Access to financial advice at no additional cost.
    • Member benefits such as discounted home loans and health insurance available.
    • Fee tiering applies based on member's account balances over $250,000.

    Established in 2001, Mercer Portfolio Service is designed for members seeking an extensive range of investment options as well as sophisticated and detailed reporting on their superannuation savings. Members have access to a range of Model Choice portfolios (Multi and Asset Specific) and Market Choice managed investments across different strategies and management styles. Performance history is currently not available for this product.Fees are higher than the industry average across all account balances assessed. However, discounts do apply on the administration fee for account balances that exceed $250,000. Further savings through family group linking are also available. Mercer Portfolio Allocated Pension Account provides reasonable flexibility, with members having the ability to receive payments weekly through to annually. Beneficiary options are comprehensive, including both binding and non-binding nominations, as well as reversionary pensions.Members have access to Mercer financial advisers who can tailor super and retirement solutions to suit their needs. Mercer Super Trust's website incorporates Mercer Magazine and a Retirement Income Simulator tool. The fund's secure website further allows members to consolidate super, view and update account details, as well as perform transactions.

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    Mercer Fees and Features

      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
      SECURE
      GROWTH
      AUSTRALIAN SHARES
      INTERNATIONAL SHARES
      CAPITAL STABLE
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      Past 5-year return
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      Calc fees on 50k
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