Overall Pension Fund Ratings 2022

 

A 5 Apple rating (gold) is the highest rating from Chant West. For a pension fund to earn 5 Apples it must be one of the ‘Highest Quality Funds’

A 4 Apple rating (silver) is the second highest rating from Chant West. A pension fund with 4 Apples is a ‘High Quality Fund’

A 3 Apple rating (bronze) is the third highest rating from Chant West. A pension fund with 3 Apples is a ‘Fair Quality Fund’

Rating Fund Name Type of Fund Fund Assets ($) Fund Members Website
Active Super Account Based Pension Public Sector Fund 13.1 billion 84,000 www.activesuper.com.au
AMP Generations Personal Pension Plan Wrap Account 1.7 billion 18,000 www.northonline.com.au/generations
AMP MyNorth Pension Wrap Account 37.6 billion 154,000 www.northonline.com.au/mynorth
AMP North Personal Pension Plan Wrap Account 8 billion 47,000 www.northonline.com.au/north
AMP SignatureSuper Allocated Pension Retail Master Trust 63.2 billion 803,000 signaturesuper.amp.com.au
AMP Summit Super - Personal Pension Plan Wrap Account 1.9 billion 11,000 www.northonline.com.au/summit
ANZ Smart Choice Retail Master Trust 19.6 billion 354,000 www.anz.com.au/personal/investing-super/superannuation/
Asgard Allocated Pension Managed Profiles Retail Master Trust 1.2 billion 15,000 www.asgard.com.au
Asgard Allocated Pension SMA Retail Master Trust 1.2 billion 15,000 www.asgard.com.au
Asgard Elements Pension Account Retail Master Trust 0.6 billion 7,000 www.asgard.com.au
Asgard eWRAP Pension Wrap Account 9.6 billion 22,000 www.asgard.com.au
Asgard Infinity eWRAP - Core Menu Wrap Account 7.1 billion 48,000 www.asgard.com.au
Asgard Infinity eWRAP - Core Menu & Shares Wrap Account 7.1 billion 48,000 www.asgard.com.au
Asgard Infinity eWRAP - Full Menu Wrap Account 7.1 billion 48,000 www.asgard.com.au
Asgard Infinity eWRAP - Full Menu & Shares Wrap Account 7.1 billion 48,000 www.asgard.com.au
Asgard Infinity eWRAP - Select Menu Wrap Account 7.1 billion 48,000 www.asgard.com.au
Asgard Infinity eWRAP - Select Menu & Shares Wrap Account 7.1 billion 48,000 www.asgard.com.au
Australian Catholic Super & Retirement Allocated Pension Industry Fund 10.7 billion 89,000 www.catholicsuper.com.au
Australian Ethical Retail Super Fund Retail Master Trust 3.9 billion 62,000 www.australianethical.com.au
AustralianSuper Choice Income Industry Fund 232.8 billion 2,526,000 www.australiansuper.com
Aware Super Income Stream (ex First State Super) Public Sector Fund 98.5 billion 776,000 www.aware.com.au
Bendigo SmartStart Pension Retail Master Trust 1.6 billion 20,000 www.bendigosuper.com.au
BT Panorama Super Compact (Pension) Wrap Account 49 billion 160,000 www.panorama.com.au
BT Panorama Super Full (Pension) Wrap Account 49 billion 160,000 www.panorama.com.au
BT Super For Life Retail Master Trust 9.5 billion 228,000 www.bt.com.au
BUSSQ Income Account Industry Fund 5.7 billion 68,000 www.bussq.com.au
CareSuper Pension Industry Fund 19.1 billion 221,000 www.caresuper.com.au
CBUS Super Income Stream Industry Fund 65.2 billion 777,000 www.cbussuper.com.au
CFS FirstChoice Pension Retail Master Trust 11.3 billion 102,000 www.cfs.com.au
CFS FirstChoice Wholesale Pension Retail Master Trust 63.3 billion 287,000 www.cfs.com.au
CFS FirstWrap Plus Pension Wrap Account 9.6 billion 25,000 www.colonialfirststate.com.au/firstwrap
ClearView WealthFoundations Retail Master Trust 0.8 billion 5,000 www.clearview.com.au
Commonwealth Bank Group Super Corporate Fund 13.6 billion 72,000 www.oursuperfund.com.au
Energy Super Income Streams Industry Fund 9 billion 48,000 www.energysuper.com.au
Equip Pensions Industry Fund 19.3 billion 74,000 www.equipsuper.com.au
Grow Wrap Pension Service Wrap Account 2 billion 7,000 www.wrapinvest.com.au
Grow Wrap Pension Service - Family Discount Wrap Account 2 billion 7,000 www.wrapinvest.com.au
GuildPension Retail Master Trust 1.9 billion 80,000 www.guildpension.com.au
HESTA Super Income Stream Industry Fund 63.8 billion 911,000 www.hesta.com.au/members/retirement
Hostplus Pension Plan Industry Fund 61.2 billion 1,262,000 www.hostplus.com.au/retirement
HUB24 Super - Choice Wrap Account 14.4 billion 49,000 www.hub24.com.au
HUB24 Super - Core Wrap Account 14.4 billion 49,000 www.hub24.com.au
IOOF Essential Pension Wrap Account 3.6 billion 18,000 www.ioof.com.au
IOOF eXpand Pension Wrap Account 4.1 billion 25,000 www.myexpand.com.au
IOOF Pension Retail Master Trust 8.7 billion 126,000 www.ioof.com.au
IOOF Pursuit Select Allocated Pension Wrap Account 13.8 billion 47,000 www.ioof.com.au
legalsuper Pension Industry Fund 4.9 billion 42,000 www.legalsuper.com.au
LGIAsuper Pension Accounts Public Sector Fund 13.8 billion 76,000 www.lgiasuper.com.au
Macquarie Pension Consolidator Wrap Account 14.7 billion 32,000 www.macquarie.com.au/wrapofferdocs
Macquarie Pension Consolidator II - Elevate Wrap Account 14.7 billion 32,000 www.macquarie.com.au/wrapofferdocs
Macquarie Pension Consolidator II - Engage Wrap Account 14.7 billion 32,000 www.macquarie.com.au/wrapofferdocs
Macquarie Pension Manager Wrap Account 13.5 billion 44,000 www.macquarie.com.au/wrapofferdocs
Macquarie Pension Manager II Wrap Account 13.5 billion 44,000 www.macquarie.com.au/wrapofferdocs
Mercer Portfolio Category 2 Wrap Account 1.9 billion 6,000 www.mercerportfolioservice.com.au
Mercer Portfolio Pension Account Wrap Account 1.9 billion 6,000 www.mercerportfolioservice.com.au
Mercer Super Trust - Allocated Pension Division Retail Master Trust 28 billion 185,000 www.mercersupertrust.com
Mine Super Pension Industry Fund 12.5 billion 59,000 www.mine.com.au
MLC MasterKey Pension Fundamentals Retail Master Trust 26.6 billion 203,000 www.mlc.com.au
MLC Navigator Retirement Plan Series 2 - Core Wrap Account 7.6 billion 33,000 www.mlc.com.au
MLC Navigator Retirement Plan Series 2 - Full Wrap Account 7.6 billion 33,000 www.mlc.com.au
MLC Wrap Super Series 2 - Core Wrap Account 16.2 billion 40,000 www.mlc.com.au
MLC Wrap Super Series 2 - Full Wrap Account 16.2 billion 40,000 www.mlc.com.au
MyLife MyPension Industry Fund 11.4 billion 72,000 www.mylifemypension.com.au
Netwealth Accelerator Core Wrap Account 16.1 billion 66,000 www.netwealth.com.au
Netwealth Accelerator Plus Wrap Account 16.1 billion 66,000 www.netwealth.com.au
NGS Super Income account Industry Fund 13.2 billion 111,000 www.ngssuper.com.au
OnePath OneAnswer Frontier Pension Retail Master Trust 9 billion 45,000 www.onepath.com.au
Perpetual WealthFocus (Fee Rebate) Pension Retail Master Trust 1.7 billion 12,000 www.perpetual.com.au/wealthfocus
Plum Retirement Income Retail Master Trust 32.6 billion 179,000 www.plum.com.au
PortfolioCare Elements Pension Retail Master Trust 0.1 billion 1,000 www.investoronline.info
PortfolioCare eWRAP Pension Wrap Account 1.4 billion 3,000 www.investoronline.info
PortfolioCare Pension Service Retail Master Trust 1 billion 7,000 www.investoronline.info
Australian Retirement Trust - QSuper - Retirement Income Public Sector Fund 111.7 billion 621,000 www.qsuper.qld.gov.au
Rest Pension Industry Fund 64.5 billion 1,810,000 www.rest.com.au
Russell iQ Retirement Retail Master Trust 9.3 billion 58,000 russellinvestments.com.au/retirement
Spirit Super Pension Industry Fund 25.3 billion 328,000 www.spiritsuper.com.au
Statewide Super Account Based Pension Industry Fund 11.7 billion 148,000 www.statewide.com.au
Suncorp Brighter Super pension Retail Master Trust 1.8 billion 18,000 www.suncorp.com.au/super
Suncorp Everyday Pension Retail Master Trust 0.6 billion 22,000 www.suncorp.com.au/super
Australian Retirement Trust - Super Savings - Retirement Income Industry Fund 90.3 billion 1,396,000 www.australianretirementtrust.com.au
Super SA Income Stream Public Sector Fund 35.9 billion 198,000 www.supersa.sa.gov.au
TelstraSuper RetireAccess Corporate Fund 23.8 billion 91,000 www.telstrasuper.com.au
UniSuper Flexi Pension Industry Fund 99.2 billion 498,000 www.unisuper.com.au
VicSuper Flexible Income Public Sector Fund 28.7 billion 249,000 www.vicsuper.com.au
Vision Income Streams Public Sector Fund 10.2 billion 88,000 www.visionsuper.com.au
WealthView eWRAP Pension Account Wrap Account 0.1 billion 400 www.amp.com.au

Chant West Fund Rating

A Chant West rating sums up our overall view on the merits of a particular fund relative to industry best practice. Funds are awarded a rating from 5 Apples (the highest) to 1 Apple (the lowest).

The rating takes four main criteria into account: investments, member services, fees and organisational strengths.

A key aspect of our ratings is that in most cases they relate to multi-manager investment options (the main exceptions are where the option is mostly passively managed). This is because most members are invested in this type of option. We focus on the quality of a fund’s investment governance, its internal investment team, its investment consultant and the structure of its investment options. Investment beliefs and processes, and the quality of the people involved, are far more important to us than past performance, which is generally not a reliable indicator of future performance.

Disclaimer: ©Zenith CW Pty Ltd ABN 20 639 121 403 (Chant West), Authorised Representative of Zenith Investment Partners Pty Ltd ABN 27 103 132 672, AFSL 226872 under AFS Representative Number 1280401, 2022. This website is only intended for use by Australian residents and is subject to use in accordance with Chant West’s Terms of Use and should be read with Chant West’s Financial Services Guide. Products, reports, ratings (Information) are based on data which may be sourced from a third party and may not contain all the information required to evaluate the nominated product providers, you are responsible for obtaining further information as required. To the extent that any Information provided is advice, it is General Advice (s766B Corporations Act). Individuals should seek their own independent financial advice and consider the appropriateness of any financial product in light of their own circumstances and needs before making any investment decision. Chant West has not taken into account the objectives, financial situation or needs of any specific person who may access or use the Information provided including target markets of financial products, where applicable. It is not a specific recommendation to purchase, sell or hold any product(s) and is subject to change at any time without prior notice. Individuals should consider the appropriateness of any advice in light of their own objectives, financial situations or needs and should obtain a copy of and consider any relevant PDS or offer document before making any decision. Information is provided in good faith and is believed to be accurate, however, no representation, warranty or undertaking is provided in relation to the accuracy or completeness of the Information. Information provided is subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. Except for any liability which cannot be excluded, Chant West does not accept any liability whether direct or indirect, arising from use of the Information. Past performance is not an indication of future performance. Chant West ratings and research are prepared by Chant West and are not connected in any way to research and ratings prepared by any of our related entities.

Top