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Whether you're looking to conduct in-depth competitor research and peer group comparisons, or bolster your board and investment committee papers, our industry surveys provide access to the latest, detailed information on investment performance, insurance premiums, fees and asset allocation for the majority of super, pension and insurance funds in the Australian market. Our team of respected analysts have a deep understanding of super funds’ investment portfolios which means they're well positioned to interrogate the data collected directly from survey participants to ensure accuracy and integrity in all our surveys. Our surveys are provided in PDF and Excel format which enables easy extraction of the underlying data for bespoke analysis and reporting, giving you the ability to use the data in your fund marketing and third-party distribution. |
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Investment-related survey reports
Super Fund Performance Survey
Available as a monthly or quarterly* subscription, our Super Fund Performance Survey provides peer group performance comparisons of all major super funds across the MySuper default and main Choice option categories. Data includes a monthly time series and returns versus medians, quartiles and rankings for in-depth performance reporting and benchmarking.
Underlying historical monthly returns data for all investment options in the survey and custom time periods are available as an add-on for more detailed insights.
What’s included?
- PDF report & data in Excel format sent monthly or quarterly
- FREE Quarterly Pension Fund Performance Survey with every Super Fund Performance Survey subscription
- FREE research paper on super-related matters with every quarterly edition
- Option to add historical monthly returns to your subscription
- Ability to use data in fund marketing and third-party distribution
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MySuper Age-based Performance Survey
Unique to Chant West, this new quarterly survey tracks the lived experience of representative fund members of selected ages, comparing both lifecycle and single option MySuper products.
We look at the fund as it exists now and take into account the changes to the MySuper strategy over the years to reflect what MySuper members in each fund have actually experienced.
The survey shows performance over 1, 3, 5, 7 and 10 years for members of current age 35, 50, 55, 60 and 65 in 2023 to help you conduct peer group comparisons of members’ experiences and gain insight into funds’ MySuper strategies.
What’s included?
- PDF report & data in Excel format sent quarterly
- Ability to use data in fund marketing and third-party distribution
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Strategic Asset Allocation Survey
Our Strategic Asset Allocation Survey provides peer group asset allocation comparisons for all major super funds across the main risk categories and lifecycle strategies and are available as a quarterly or semi-annual subscription.
This market-leading survey is highly regarded for the level of granularity shown, with asset allocations split across more than 25 asset classes and sub-asset classes including exposures to key unlisted and alternative asset classes, and including data on hedged and unhedged investments (?).
What’s included?
- Data in Excel format sent quarterly or semi-annually
- Ability to use data in fund marketing and third-party distribution
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Actual Asset Allocation Survey
Our Actual Asset Allocation Survey provides peer group asset allocation comparisons for all major super funds across the main risk categories and lifecycle strategies and are available as a quarterly or semi-annual subscription.
This market-leading survey is highly regarded for the level of granularity shown, with asset allocations split across more than 25 asset classes and sub-asset classes including exposures to key unlisted and alternative asset classes, developed and emerging markets, and shows overall FX exposure.
What’s included?
- Data in Excel format sent quarterly or semi-annually
- Ability to use data in fund marketing and third-party distribution
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Fee-related survey reports
Super Fund Fee Survey
The quarterly Super Fund Fee Survey provides an in-depth analysis of the fees and costs of the largest super funds in Australia, including both MySuper products and diversified choice options, across industry funds, public sector funds, corporate funds, master trusts and wrap accounts.
This detailed survey shows administration and investment fees and costs (including transaction costs) across a range of account balances, with averages by segment. It also details any fee changes since the previous quarter and for MySuper products, it shows the underlying fee structure for each product.
What’s included?
- PDF report & data in Excel format sent quarterly
- Ability to use data in fund marketing and third-party distribution
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and where your fund is positioned relative to peers.
Pension Fund Fee Survey
The quarterly Pension Fund Fee Survey provides an in-depth analysis of the fees and costs for pension products in Australia and includes a table comparing the super and pension fee structures for each product.
The survey shows administration and investment fees and costs (including transaction costs) across a range of account balances, with averages by segment.
What’s included?
- PDF report & data in Excel format sent quarterly
- Ability to use data in fund marketing and third-party distribution
View Sample
Insurance premium survey reports
Insurance Premium Survey + FREE Insurance in Super Product Update
The quarterly Super Fund Insurance Premium Survey provides an in-depth analysis of the group insurance* premiums and default covers of the largest super funds in Australia across industry funds, public sector funds, corporate funds and master trusts.
Insurance premiums and default covers are shown at various ages for male or female, white- or blue-collar members for Death cover, Death & TPD cover and a range of Income Protection waiting periods and benefit periods. It also shows our insurance premium indices for each cover type as well as by gender, occupation and age band.
Our proprietary premium indices illustrate how each fund’s premiums compare with the median fund. The survey also details all premium changes over the last quarter.
Subscribers receive a separate complimentary monthly newsletter that details all premium and feature changes over the quarter.
*the survey does not cover retail insurance arrangements.
What’s included?
- PDF report & data in Excel format sent quarterly
- Ability to use data in fund marketing and third-party distribution
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Performance survey reports
Implemented Consulting Survey
Available as a monthly subscription, our Implemented Consulting Survey is the only gross survey in the market that provides peer group performance comparisons of major implemented consulting providers across different risk profiles and asset classes.
Underlying historical monthly returns data for all investment options in the survey and custom time periods are available as an add-on for more detailed insights.
What’s included?
- PDF report & data in Excel format sent quarterly
- Option to add historical monthly returns to your subscription
- Ability to use data in fund marketing and third-party distribution
View Sample
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Bundle your survey subscriptions to receive great discounts, and combine the data and insights to conduct deeper analysis into peers’ portfolio positioning, investment strategies, dynamic asset allocation decisions and inform peer-relative performance attribution analysis. Speak to our sales team to learn more about our survey bundle offer. Learn More |
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Why Chant West?
Established in 1997 as a super fund research and consulting firm, Chant West has grown to become one of the leading and most reputable super fund research, data and analytics providers in Australia.
Our renown super fund research expertise is built on a trusted methodology developed over more than two decades, deep industry relationships and an unwavering commitment to data integrity. With a highly regarded team lead by respected industry figure, General Manager Ian Fryer, our unique perspectives are derived from many years of engaging with and supporting super funds, financial advisers, platforms and government bodies.
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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.