Chant West Pension Fund Ratings

 

5 Apples – Highest Quality is the highest Chant West rating for a pension fund. To earn 5 apples, a pension fund must have scored highly across most of our key areas of assessment which include investments, member services, fees and organisation.

4 Apples – High Quality is the highest Chant West rating for a pension fund. To earn 4 apples, a pension fund must have scored highly across most of our key areas of assessment which include investments, member services, fees and organisation.

3 Apples – Fair Quality is the highest Chant West rating for a pension fund. To earn 3 apples, a pension fund must have scored highly across most of our key areas of assessment which include investments, member services, fees and organisation.

Our methodology

The rating takes four main criteria into account: investments, member services, fees and organisation. See our methodology here.

Rating Fund Name Type of Fund Fund Assets ($) Fund Members Website
AMP SignatureSuper Allocated Pension Retail Master Trust 53.1 billion 612,000 www.amp.com.au/superannuation/funds/amp-super
ANZ Smart Choice Retail Master Trust 23.6 billion 333,000 www.anz.com.au/personal/investing-super/superannuation/
Australian Ethical Retail Super Fund Retail Master Trust 8.3 billion 127,000 www.australianethical.com.au
Australian Retirement Trust - QSuper - Retirement Income Public Sector Fund 113.7 billion 700,000 www.qsuper.qld.gov.au
Australian Retirement Trust - Super Savings - Retirement Income Industry Fund 154.4 billion 1,755,000 www.australianretirementtrust.com.au
AustralianSuper Choice Income Industry Fund 341.5 billion 3,422,000 www.australiansuper.com
Aware Super Retirement Income Public Sector Fund 176.9 billion 1,227,000 www.aware.com.au
Bendigo SmartStart Pension Wrap Account 1.5 billion 18,000 www.betashares.com.au
Brighter Super Pension Accounts Public Sector Fund 31.2 billion 209,700 www.brightersuper.com.au
BUSSQ Income Account Industry Fund 6.7 billion 74,000 www.bussq.com.au
CareSuper Pension Industry Fund 22.9 billion 224,000 www.caresuper.com.au
Catholic Super Retirement Income Industry Fund 11.5 billion 67,000 www.csf.com.au
CBUS Super Income Stream Industry Fund 91.9 billion 923,000 www.cbussuper.com.au
CFS FirstChoice Wholesale Pension Retail Master Trust 80.4 billion 392,000 www.cfs.com.au
ClearView WealthFoundations Retail Master Trust 1.4 billion 9,850 www.clearview.com.au
Equip Retirement Income Industry Fund 33.1 billion 146,000 www.equipsuper.com.au
Expand Essential Pension Wrap Account 49.1 billion 162,700 www.myexpand.com.au
GuildPension Retail Master Trust 3.3 billion 98,000 www.guildsuper.com.au
HESTA Super Income Stream Industry Fund 85 billion 1,076,000 www.hesta.com.au/members/retirement
Hostplus Pension Plan Industry Fund 113.8 billion 2,123,000 www.hostplus.com.au/retirement
IOOF Pension Wrap Account 9.5 billion 106,000 www.ioof.com.au
legalsuper Pension Industry Fund 6 billion 44,000 www.legalsuper.com.au
Mercer SmartRetirement Income Retail Master Trust 40.6 billion 322,000 www.mercersuper.com.au
Mine Super Pension Industry Fund 13.5 billion 60,000 www.mine.com.au
MLC MasterKey Pension Fundamentals Retail Master Trust 23.7 billion 169,000 www.mlc.com.au
NGS Super Income account Industry Fund 15.1 billion 115,000 www.ngssuper.com.au
OnePath OneAnswer Frontier Pension Retail Master Trust 9 billion 45,000 www.onepathsuperinvest.com.au
Perpetual WealthFocus Pension Retail Master Trust 1.6 billion 9,000 www.perpetual.com.au/wealthfocus
Plum Retirement Income Retail Master Trust 32.7 billion 174,000 www.plum.com.au
Rest Pension Industry Fund 85.5 billion 2,085,000 www.rest.com.au
Russell iQ Retirement Retail Master Trust 11.3 billion 86,000 www.russellinvestments.com.au/retirement
Spirit Super Pension Industry Fund 30.4 billion 384,000 www.spiritsuper.com.au
Super SA Income Stream Public Sector Fund 35.3 billion 203,000 www.supersa.sa.gov.au
TelstraSuper RetireAccess Corporate Fund 26.1 billion 99,000 www.telstrasuper.com.au
UniSuper Flexi Pension Industry Fund 137.9 billion 680,000 www.unisuper.com.au
Vision Income Streams Public Sector Fund 13.4 billion 85,000 www.visionsuper.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. Relying on the provision of formal investment documentation from managers, 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, 2023. 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.

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