Mercer

Mercer Portfolio Allocated Pension Account

Past 5-year return
New

% p.a

Admin fee

$0

Calc fees on 50k

$1.3k

SuperRatings awards
Gold
Past 5-year return
New

% p.a

Admin fee

$0

Calc fees on 50k

$1.3k

SuperRatings awards
Gold

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 include 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

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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
    SECURE
    GROWTH
    AUSTRALIAN SHARES
    INTERNATIONAL SHARES
    CAPITAL STABLE
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