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Mercer Portfolio Super Account- Category 1

Past 5-year return
7.20%
Admin fee
$0
Calculated Fees on 50k
$1,258
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Members have access to an extensive investment menu.
Fee discounts available for high member account balances with family group linking also available.
Death only and Death and TPD insurance available providing competitive cover for members.
Binding Death Benefit nominations available.
Financial Planning Service available.
Member benefits such as discounted home loans and health insurance available.
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. This product is closed to new members. 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. The Growth Model Choice option underperformed the SuperRatings Index over the 5, 7 and 10 year time periods to 30 June 2018.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. The insurance offering comprises Death and Total & Permanent Disablement (TPD), with members able to increase their Death and TPD cover following the occurrence of a prescribed Life Event without additional underwriting. Income Protection cover is not available through this product.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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Fees & fund features

Admin fee
Admin fee
$0
Administration fee (%)
Administration fee (%)
1.49%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
1.03%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Admin fee
Admin fee
$0
Administration fee (%)
Administration fee (%)
1.49%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
1.03%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Fund fees vs. Industry average
Fund past-5-year return vs. Industry average
Investment allocation
Investment option performance
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