2019-05-01 Money Australia

(Steven Felgate) #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. Most employ-
ees can choose another fund if they don’t
like the one selected by their employer.
The performance results displayed
are the annualised investment returns
each MySuper option has delivered after
taking account of all taxes and fees.

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 – February 28, 2019
RANKED BY 3-YEAR RETURN

FUND & INVESTMENT
OPTION NAME

Fund
Type Strategy

1-year
Return Rank

3-Year
Return
(%PA)

Rank

5-Year
Return
(%PA)

Selecting
Super
Rank

Quality

LGS Accumulation Scheme - High Growth Industry LC 5.7% 24 11.0% 1 8.7% 4 AAA
HOSTPLUS - Balanced Industry S 5.6% 26 11.0% 2 9.0% 1 AAA
FirstChoice Employer FC Lifestage (1970-1974) Retail LC 5.2% 38 10.8% 3 7.4% 29 AAA
Qantas Super Gateway Glidepath Take-Off Corporate LC 6.8% 5 10.6% 4 Nav Nav Not Rated
Mercy Super MySuper Balanced Corporate S 6.7% 6 10.5% 5 8.3% 9 AAA
AustralianSuper Balanced Industry S 5.5% 30 10.5% 6 8.7% 3 AAA
Sunsuper Super Savings Lifecycle Balanced Pool Industry LC 6.3% 10 10.4% 7 8.3% 8 AAA
Club Plus Industry Division MySuper Industry S 6.0% 14 10.3% 8 7.7% 20 AAA
Telstra Super Corporate Plus MySuper Growth Corporate LC 4.9% 46 10.1% 9 8.0% 15 AAA
StatewideSuper MySuper Industry S 6.0% 15 10.1% 10 8.9% 2 AAA
Media Super Balanced Industry S 7.0% 3 10.0% 11 7.9% 16 AAA
First State Super Employer Growth Industry LC 5.4% 35 10.0% 12 7.5% 26 AAA
Cbus Industry Super Growth (Cbus MySuper) Industry S 5.7% 25 10.0% 13 8.5% 6 AAA
Mercer CS Mercer SmartPath 1974-1978 Retail LC 5.8% 21 9.9% 14 Nav Nav AAA
Prime Super (Prime Division) MySuper Industry S 5.0% 43 9.9% 15 8.1% 12 AAA
UniSuper Balanced Industry S 7.7% 1 9.8% 16 8.5% 7 AAA
Intrust Core Super MySuper Industry S 4.8% 47 9.8% 17 8.1% 11 AAA
HESTA Core Pool Industry S 6.1% 13 9.7% 18 7.9% 17 AAA
NGS Super Diversified (MySuper) Industry S 6.0% 19 9.7% 19 7.4% 30 AAA
Lutheran Super Balanced Growth MySuper Corporate S 6.0% 18 9.7% 19 6.6% 51 AAA
SelectingSuper MySuper/Default Option Index 5.0% 8.8% 7.0%
Rankings are made on returns to multiple decimal points.

SelectingSuper Benchmark Indices – Workplace Super


INDEX NAME

Performance to February 28, 2019
1-year 3-years p.a. 5-years p.a.
SelectingSuper Growth 5.0% 9.4% 7.3%
SelectingSuper Balanced 4.5% 7.8% 6.4%
SelectingSuper Capital Stable 3.8% 5.1% 4.5%
SelectingSuper Australian Equities 4.5% 11.1% 6.5%
SelectingSuper International Equities 4.3% 11.4% 8.8%
SelectingSuper Property 12.2% 8.4% 9.6%
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 life
cycle funds (marked LC). The
table includes the LC option
for 40-year-old members.
Non life cycle 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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