Money Australia - August 2019

(Barré) #1

YOUR GUIDE TO SUPER DATA


T


he table on this page contains data
and information to help you compare
superannuation funds. It showcases
MySuper investment options offered by
some of Australia’s biggest super funds.
MySuper options are default superannua-
tion products that employees choose or

are allocated by their employers.
The performance results displayed
are the annualised investment returns
each MySuper option has delivered after
taking account of all taxes and fees. Past
performance is no indicator of future
performance.

The table also lists each fund’s
SelectingSuper Fund Quality Rating. Funds
that achieve these quality standards are
designated AAA. Research was prepared
by Rainmaker Information, which
publishes Money magazine. For more
info, see http://www.selectingsuper.com.au.

Best Super Funds: Top 20 MySuper – May 31, 2019
RANKED BY 3-YEAR RETURN

FUND & INVESTMENT OPTION NAME Fund Type Strategy Return1-year 1-year Rank

3-Year
Return
(%PA)

3-year
Rank

5-Year
Return
(%PA)

5-year
Rank

Quality
Rating

HOSTPLUS – Balanced Industry S 5.7% 34 9.7% 1 9.1% 2 AAA
Sunsuper Super Savings – Lifecycle Balanced Pool Industry LC 7.0% 10 9.2% 2 8.4% 9 AAA

AustralianSuper – Balanced Industry S 6.8% 14 9.2% 3 8.9% 4 AAA

Qantas Super Gateway – Glidepath Take-Off Corporate LC 7.3% 6 9.1% 4 NotRatedYet

LGS Accumulation Scheme – High Growth Industry LC 5.7% 36 9.1% 5 8.5% 6 AAA
Mercy Super – MySuper Balanced Corporate S 6.9% 11 9.0% 6 8.4% 10 AAA
Club Plus Industry Division – MySuper Industry S 6.0% 26 9.0% 7 7.9% 18 AAA
First State Super Employer – Growth Industry LC 6.1% 24 8.8% 8 7.8% 20 AAA
FirstChoice Employer – FirstChoice Lifestage (1970-1974) Retail LC 5.7% 33 8.8% 9 7.2% 33 AAA
Media Super – Balanced Industry S 7.6% 5 8.7% 10 8.0% 14 AAA
StatewideSuper – MySuper Industry S 6.3% 20 8.7% 11 8.9% 3 AAA
Prime Super (Prime Division) – MySuper Industry S 5.1% 47 8.7% 12 8.0% 15 AAA
Cbus Industry Super – Growth (Cbus MySuper) Industry S 5.7% 35 8.6% 13 8.6% 5 AAA
Telstra Super Corporate Plus – MySuper Growth Corporate LC 5.8% 30 8.6% 14 7.9% 17 AAA
Vision Super Saver – Balanced Growth Industry S 6.2% 21 8.6% 15 7.8% 23 AAA
NGS Super – Diversified (MySuper) Industry S 6.4% 17 8.5% 16 7.7% 24 AAA
QSuper Accumulation – Lifetime Aspire 1 Government LC 8.8% 2 8.5% 17 9.1% 1 AAA
CareSuper – Balanced Industry S 5.7% 37 8.4% 18 8.2% 11 AAA
Lutheran Super – Balanced Growth – MySuper Corporate S 6.9% 11 8.4% 19 6.8% 43 AAA
Mercer CS – Mercer SmartPath 1974-1978 Retail LC 6.2% 23 8.3% 20 7.7% 25 AAA
SelectingSuper MySuper/Default Option Index 6.9% 8.6% 7.6%
Rankingsaremadeonreturnstomultipledecimalpoints.

SelectingSuper Benchmark Indices – Workplace Super


INDEX NAME

Performance to May 31, 2019
1-year 3-years p.a. 5-years p.a.
SelectingSuper MySuper/Default Option 6% 7% 7%
SelectingSuper Growth 6% 8% 7%
SelectingSuper Balanced 5% 7% 6%
SelectingSuper Capital Stable 5% 5% 5%
SelectingSuper Australian Equities 7% 9% 7%
SelectingSuper International Equities 4% 9% 9%
Source: http://www.selectingsuper.com.au and Rainmaker Information

DATABANK


WHAT
THEY MEAN
Performance after fees:
When calculating fees,
Rainmaker assumes a
member has $50,000
in their account.
Strategy: Some MySuper
products invest your
superannuation based on age
and are known as lifecycle
funds (marked LC). The table
includes the LC option for
40-year-old members. Non
lifecycle funds are known
as single strategy (S).
Rank: Funds are ranked
against all MySuper
investment options
available in Australia.
Indices and averages:
To produce these indices,
Rainmaker analyses the
results of more than 3300
investment options.
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