Comprehensive super fund data at your fingertips
Whether you're looking to conduct in-depth competitor research and peer group comparisons, or bolster your board and investment committee papers, Chant West’s industry surveys provide access to the latest, detailed information on investment performance, insurance premiums, fees and asset allocation for the majority of super and pension 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 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.
Investment-related survey subscriptions
Available as a monthly or quarterly subscription, our Super Fund Performance Survey provides peer group performance comparisons covering all major super funds across the MySuper default and main Choice option categories.
The quarterly survey editions include research papers on various super-related matters.
Additional services such as underlying historical monthly return data for all investment options in the survey and custom time periods are available as add-ons for more detailed insights.
We've also launched a new MySuper Age-Based Performance Survey that tracks the lived experience of representative fund members of selected ages, comparing both lifecycle and single option MySuper products.
Our Strategic and Actual Asset Allocation Surveys provide 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.
Collectively, the surveys provide valuable insight into peers’ portfolio positioning including dynamic asset allocation decisions, and inform peer-relative performance attribution analysis.
These market-leading surveys are 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.
The surveys have been used by various consulting firms and fund managers to support their research efforts.
Other survey subscriptions
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.
The 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 .
A similar survey shows the fees and costs for Pension products and as there's no MySuper, it includes a table comparing the super and pension fee structures for each product.
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. Finally, the survey also details all premium changes over the last quarter and subscribers also receive a separate monthly newsletter that details all premium and feature changes over the quarter.
*the survey does not cover retail insurance arrangements.
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.