Netwealth

Super Series - Income Stream Russell Invest Balanced

Awards

Winner of SuperRatings Gold 2021 Pension

Past 5-year return
7.13

% p.a

Admin fee

$0

Calc fees on 50k

$548

SuperRatings awards
SuperRatings Gold 2021 Pension
Past 5-year return
7.13

% p.a

Admin fee

$0

Calc fees on 50k

$548

SuperRatings awards
SuperRatings Gold 2021 Pension

Quick pension fund review

For Super Series - Income Stream

These are the benefts of this pension fund.

  • Consolidated reports covering all superannuation investments.
  • Simplicity of dealing with only one contact for all investment transactions.
  • Selected term deposits offered by authorised deposit taking institutions.

Super Series (Russell Investments) Income Stream was established to provide access to a range of options offered by Russell Investments in conjunction with the netwealth platform. The fund has been designed for members and their authorised advisers, and requires a minumum initial rollover of $10,000 to commence membership. Super Series (Russell Investments) offers actively managed multi-asset, single-sector and real return investment options, as well as term deposit facilities and cash. The Russell Investments Balanced option underperformed the relevant SuperRatings Index over each assessed time period to 30 June 2020Fees are lower than the industry average across all account balances assessed. A minimum $500 is required to the be held in the cash account and associated interest charges have not been included in the calculated fees below. The fund does not charge a switching fee but transaction costs may apply.Super Series (Russell Investments) Income Stream offers an excellent level of pension flexibility, with members able to select from monthly, quarterly, half-yearly and yearly payment frequencies. Members may also select from fixed term or non-lapsing binding lump sum death benefits.The fund offers a sophisticated range of portfolio management tools and investment research, which can be viewed across multiple mobile devices. The platform offers interactive performance charting and accessible reporting and tax statement capability for greater transparency.

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Pension fund overview

For Super Series - Income Stream

    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
    CONSERVATIVE BALANCE
    DIVERSIFIED FIXED INTEREST
    GROWTH
    AUSTRALIAN SHARES
    INTERNATIONAL SHARES
    CASH
    + View additional option performance information