Overall Pension Fund Ratings 2021

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
Australian Catholic Super & Retirement Allocated Pension Industry Fund 9.2 billion 86,000 www.catholicsuper.com.au
AustralianSuper Choice Income Industry Fund 181.7 billion 2,315,000 www.australiansuper.com
Aware Super Income Stream (ex First State Super) Public Sector Fund 79.3 billion 737,000 www.firststatesuper.com.au
BUSSQ Income Account Industry Fund 5 billion 73,000 www.bussq.com.au
CareSuper Pension Industry Fund 16 billion 230,000 www.caresuper.com.au
CBUS Super Income Stream Industry Fund 53.8 billion 761,000 www.cbussuper.com.au
CFS FirstChoice Pension Retail Master Trust 10.3 billion 110,000 www.colonialfirststate.com.au
CFS FirstChoice Wholesale Pension Retail Master Trust 54.6 billion 282,000 www.colonialfirststate.com.au
Commonwealth Bank Group Super Corporate Fund 12.2 billion 72,000 www.oursuperfund.com.au
Energy Super Income Streams Industry Fund 7.6 billion 49,000 www.energysuper.com.au
Equip Pensions Industry Fund 15.9 billion 69,000 www.equipsuper.com.au
HESTA Super Income Stream Industry Fund 52.7 billion 879,000 www.hesta.com.au/members/retirement
Hostplus Pension Plan Industry Fund 45.4 billion 1,228,000 www.hostplus.com.au/retirement
legalsuper Pension Industry Fund 4.2 billion 43,000 www.legalsuper.com.au
LGIAsuper Pension Accounts Public Sector Fund 9.7 billion 70,000 www.lgiasuper.com.au
Local Govt Super - Account-Based Pension Plan (NSW) Public Sector Fund 12 billion 86,000 www.lgsuper.com.au
Mercer Super Trust - Allocated Pension Division Retail Master Trust 24.3 billion 119,000 www.mercersupertrust.com
Mine Super Pension Industry Fund 10.7 billion 59,000 www.mine.com.au
MLC MasterKey Pension Fundamentals Retail Master Trust 27.2 billion 225,000 www.mlc.com.au
Spirit Pension Industry Fund 22.2 billion 333,000 www.spiritsuper.com.au
MyLife MyPension Industry Fund 9.9 billion 74,000 www.mylifemypension.com.au
NGS Super Income account Industry Fund 11.4 billion 115,000 www.ngssuper.com.au
Plum Retirement Income Retail Master Trust 29 billion 194,000 www.plum.com.au
QSuper Income Account Public Sector Fund 109.2 billion 594,000 www.qsuper.qld.gov.au
Rest Pension Industry Fund 54.2 billion 1,757,000 www.rest.com.au
Russell iQ Retirement Retail Master Trust 8 billion 57,000 www.russellinvestments.com.au/retirement
Statewide Super Account Based Pension Industry Fund 9.7 billion 143,000 www.statewide.com.au
Sunsuper for life - Income account Industry Fund 68.7 billion 1,400,000 www.sunsuper.com.au
Super SA Income Stream Public Sector Fund 29.7 billion 200,000 www.supersa.sa.gov.au
TelstraSuper RetireAccess Corporate Fund 20.7 billion 91,000 www.telstrasuper.com.au
UniSuper Flexi Pension Industry Fund 83.2 billion 496,000 www.unisuper.com.au
VicSuper Flexible Income Public Sector Fund 24.2 billion 243,000 www.vicsuper.com.au
AMP Flexible Lifetime - Allocated Pension Retail Master Trust 19.5 billion 305,000 www.amp.com.au
AMP Flexible Super Choice - Retirement Retail Master Trust 14.7 billion 209,000 www.amp.com.au/flexiblesuper
AMP Flexible Super Core - Retirement Retail Master Trust 14.7 billion 209,000 www.amp.com.au/flexiblesuper
AMP Flexible Super Select - Retirement Retail Master Trust 14.7 billion 209,000 www.amp.com.au/flexiblesuper
AMP Generations Personal Pension Plan Retail Master Trust 2 billion 22,000 www.northonline.com.au/generations
AMP MyNorth Pension Wrap Account 29 billion 128,000 www.northonline.com.au
AMP North Personal Pension Plan Wrap Account 12.7 billion 69,000 www.northonline.com.au
AMP SignatureSuper Allocated Pension Retail Master Trust 15.8 billion 132,000 www.signaturesuper.amp.com.au
AMP Summit Super - Personal Pension Plan Wrap Account 3.2 billion 15,000 www.northonline.com.au/summit
ANZ Smart Choice Retail Master Trust 16.8 billion 420,000 www.anz.com.au/personal/investing-super/superannuation/
Asgard Allocated Pension Managed Profiles Retail Master Trust 1.1 billion 18,000 www.asgard.com.au
Asgard Allocated Pension SMA Retail Master Trust 1.1 billion 18,000 www.asgard.com.au
Asgard Elements Pension Account Retail Master Trust 0.6 billion 8,000 www.asgard.com.au
Asgard eWRAP Pension Wrap Account 6.2 billion 14,001 www.asgard.com.au
Asgard Infinity Core Wrap Account 6.9 billion 56,000 www.asgard.com.au
Asgard Infinity Core & Shares Wrap Account 6.9 billion 56,000 www.asgard.com.au
Asgard Infinity Full Wrap Account 6.9 billion 56,000 www.asgard.com.au
Asgard Infinity Full & Shares Wrap Account 6.9 billion 56,000 www.asgard.com.au
Asgard Infinity Select Wrap Account 6.9 billion 56,000 www.asgard.com.au
Asgard Infinity Select & Shares Wrap Account 6.9 billion 56,000 www.asgard.com.au
Bendigo SmartStart Pension Retail Master Trust 1.4 billion 21,000 www.bendigosuper.com.au
BT Panorama Super Compact (Pension) Wrap Account 11.2 billion 31,000 www.panorama.com.au
BT Panorama Super Full (Pension) Wrap Account 11.2 billion 31,000 www.panorama.com.au
BT Super For Life Retail Master Trust 8.2 billion 286,000 www.bt.com.au
BT SuperWrap - Allocated Pension Plan Wrap Account 9 billion 20,000 www.bt.com.au
BT SuperWrap Essentials Pension Plan Wrap Account 1.2 billion 15,000 www.bt.com.au
CFS FirstWrap Plus Pension Wrap Account 7.7 billion 23,000 www.colonialfirststate.com.au/firstwrap
ClearView WealthFoundations Retail Master Trust 0.6 billion 4,000 www.clearview.com.au
Grow Wrap Pension Service Wrap Account 1.2 billion 5,000 www.wrapinvest.com.au
GuildPension Retail Master Trust 1.9 billion 82,000 www.guildpension.com.au
HUB24 Super - Choice Wrap Account 7.9 billion 31,000 www.hub24.com.au
HUB24 Super - Core Wrap Account 7.9 billion 31,000 www.hub24.com.au
IOOF Pension Retail Master Trust 7.9 billion 149,000 www.ioof.com.au
IOOF Pursuit Core Allocated Pension Wrap Account 0.1 billion 2,000 www.ioof.com.au
IOOF Pursuit Focus Allocated Pension Wrap Account 2.3 billion 16,000 www.ioof.com.au
IOOF Pursuit Select Allocated Pension Wrap Account 13.5 billion 55,000 www.ioof.com.au
Macquarie Pension Consolidator Wrap Account 10.2 billion 27,000 www.macquarie.com.au/wrapofferdocs
Macquarie Pension Consolidator II - Elevate Wrap Account 10.2 billion 27,000 www.macquarie.com.au/wrapofferdocs
Macquarie Pension Consolidator II - Engage Wrap Account 10.2 billion 27,000 www.macquarie.com.au/wrapofferdocs
Macquarie Pension Manager Wrap Account 11 billion 40,000 www.macquarie.com.au/wrapofferdocs
Macquarie Pension Manager II Wrap Account 11 billion 40,000 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
MLC Navigator Retirement Plan Series 2 - Core Retail Master Trust 6.7 billion 38,000 www.mlc.com.au
MLC Navigator Retirement Plan Series 2 - Full Retail Master Trust 6.7 billion 38,000 www.mlc.com.au
MLC Wrap Super Series 2 - Core Wrap Account 13 billion 39,000 www.mlc.com.au
MLC Wrap Super Series 2 - Full Wrap Account 13 billion 39,000 www.mlc.com.au
Netwealth Accelerator Core Wrap Account 10.9 billion 55,000 www.netwealth.com.au
Netwealth Accelerator Plus Wrap Account 10.9 billion 55,000 www.netwealth.com.au
Netwealth Super Wrap Standard Income Stream Wrap Account 10.9 billion 55,000 www.netwealth.com.au
OnePath OneAnswer Frontier Pension Retail Master Trust 9 billion 51,000 www.onepath.com.au
Perpetual WealthFocus (Fee Rebate) Pension Retail Master Trust 0.5 billion 5,000 www.perpetual.com.au
Perpetual WealthFocus (Standard Fees) Pension Retail Master Trust 1.5 billion 13,000 www.perpetual.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
smartMonday by Aon PENSION Retail Master Trust 4.5 billion 68,000 www.smartmonday.com.au
Suncorp Brighter Super pension Retail Master Trust 2.2 billion 27,000 www.suncorp.com.au/super
Suncorp Everyday Pension Retail Master Trust 0.5 billion 24,000 www.suncorp.com.au/super
Victorian Independent Schools Super Fund - Account Based Pension Industry Fund 0.7 billion 8,600 www.vissf.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
ANZ OneAnswer Pension Retail Master Trust 1.6 billion 15,000 www.anz.com/personal/investing-super/superannuation-retirement/one-answer-super/
ING Living Super Retail Master Trust 2.8 billion 62,000 www.ing.com.au
OnePath OneAnswer Pension Retail Master Trust 3.5 billion 38,000 www.onepath.com.au
IOOF Essential Super Wrap Account n.a. n.a. www.ioof.com.au
IOOF eXpand Super Wrap Account n.a. n.a. www.ioof.com.au
Club Plus Super Industry Fund 2.7 billion 65,000 www.clubplussuper.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, 2021. 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).  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. 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.

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