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.