Overall Pension Fund Ratings 2019

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 9.1 billion 91,000 www.catholicsuper.com.au
AustralianSuper Choice Income Industry Fund 166 billion 2,238,000 www.australiansuper.com
BT Super For Life Retail Master Trust 14.2 billion 378,000 www.bt.com.au
BUSSQ Income Account Industry Fund 5 billion 80,000 www.bussq.com.au
CareSuper Pension Industry Fund 16.1 billion 245,000 www.caresuper.com.au
CBUS Super Income Stream Industry Fund 52.2 billion 761,000 www.cbussuper.com.au
CFS FirstChoice Wholesale Pension Retail Master Trust 55.4 billion 273,000 www.colonialfirststate.com.au
Commonwealth Bank Group Super Corporate Fund 12.2 billion 74,000 www.oursuperfund.com.au
Energy Super Income Streams Industry Fund 7.4 billion 47,000 www.energysuper.com.au
Equip Pensions Industry Fund 15.9 billion 73,000 www.equipsuper.com.au
First State Super Income Stream Public Sector Fund 77.7 billion 762,000 www.firststatesuper.com.au
HESTA Super Income Stream Industry Fund 51.4 billion 855,000 www.hesta.com.au/members/retirement
Hostplus Pension Plan Industry Fund 44.3 billion 1,193,000 www.hostplus.com.au/retirement
LGIAsuper Pension Accounts Public Sector Fund 12.8 billion 79,000 www.lgiasuper.com.au
Mercer Super Trust - Allocated Pension Division Retail Master Trust 18.8 billion 139,000 www.mercersupertrust.com
Mine Super Pension Industry Fund 11.1 billion 64,000 www.mine.com.au
MLC MasterKey Pension Fundamentals Retail Master Trust 15.5 billion 110,000 www.mlc.com.au
MTAA Pensions Industry Fund 12.4 billion 204,000 www.mtaasuper.com.au
MyLife MyPension Industry Fund 9.9 billion 76,000 www.mylifemypension.com.au
NGS Super Income account Industry Fund 11.4 billion 118,000 www.ngssuper.com.au
Plum Retirement Income Retail Master Trust 31 billion 201,000 www.plum.com.au
QSuper Income Account Public Sector Fund 90.8 billion 586,000 www.qsuper.qld.gov.au
Rest Pension Industry Fund 53.6 billion 1,934,000 www.rest.com.au
Russell iQ Retirement Retail Master Trust 8.8 billion 65,000 www.russellinvestments.com.au/retirement
Statewide Super Account Based Pension Industry Fund 9.5 billion 153,000 www.statewide.com.au
Sunsuper for life - Income account Industry Fund 67.9 billion 1,468,000 www.sunsuper.com.au
Super SA Income Stream Public Sector Fund 22.6 billion 192,000 www.supersa.sa.gov.au
TelstraSuper RetireAccess Corporate Fund 21.3 billion 96,000 www.telstrasuper.com.au
UniSuper Flexi Pension Industry Fund 80.8 billion 475,000 www.unisuper.com.au
VicSuper Flexible Income Public Sector Fund 23.1 billion 248,000 www.vicsuper.com.au
AMP Flexible Lifetime Allocated Pension Retail Master Trust 22.4 billion 450,000 www.amp.com.au
AMP Flexible Super Choice - Retirement Retail Master Trust 16.7 billion 233,000 www.amp.com.au/flexiblesuper
AMP Flexible Super Core - Retirement Retail Master Trust 16.7 billion 233,000 www.amp.com.au/flexiblesuper
AMP Flexible Super Select - Retirement Retail Master Trust 16.7 billion 233,000 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 21.8 billion 99,000 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 18 billion 170,000 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 14.3 billion 301,000 www.anz.com.au/smartchoice
Aon smartMonday PENSION - Post July 2013 Retail Master Trust 5.2 billion 74,000 www.smartmonday.com.au
Asgard Allocated Pension Retail Master Trust 2.4 billion 27,000 www.asgard.com.au
Asgard Elements Pension Account Retail Master Trust 0.8 billion 10,000 www.asgard.com.au
Asgard eWRAP Pension Wrap Account 10.7 billion 30,000 www.asgard.com.au
Asgard Infinity Core Wrap Account 8.2 billion 57,000 www.asgard.com.au
Asgard Infinity Core & Shares Wrap Account 8.2 billion 57,000 www.asgard.com.au
Asgard Infinity Full Wrap Account 8.2 billion 57,000 www.asgard.com.au
Asgard Infinity Full & Shares Wrap Account 8.2 billion 57,000 www.asgard.com.au
Asgard Infinity Select Wrap Account 8.2 billion 57,000 www.asgard.com.au
Asgard Infinity Select & Shares Wrap Account 8.2 billion 57,000 www.asgard.com.au
BT Panorama Super Compact (Pension) Wrap Account 6.8 billion 21,000 www.panorama.com.au
BT Panorama Super Full (Pension) Wrap Account 6.8 billion 21,000 www.panorama.com.au
BT SuperWrap - Allocated Pension Plan Wrap Account 43.8 billion 154,000 www.bt.com.au
BT SuperWrap Essentials Pension Plan Wrap Account 1.5 billion 19,000 www.bt.com.au
CFS FirstChoice Pension - Post 11Jun13 Retail Master Trust 12.2 billion 122,000 www.colonialfirststate.com.au
CFS FirstChoice Pension - Pre 11Jun13 Retail Master Trust 12.2 billion 122,000 www.colonialfirststate.com.au
CFS FirstWrap Plus Pension Wrap Account 7.3 billion 21,000 www.colonialfirststate.com.au/firstwrap
ClearView WealthFoundations Retail Master Trust 0.5 billion 3,000 www.clearview.com.au
ClearView WealthSolutions Wrap Account 0.9 billion 3,000 www.clearview.com.au
Grow Wrap Pension Service Wrap Account 1.1 billion 4,000 www.wrapinvest.com.au
GuildPension Retail Master Trust 1.9 billion 82,000 www.guildpension.com.au
HUB24 Super Wrap Account 5.9 billion 23,000 www.hub24.com.au
IOOF Pension Retail Master Trust 8.4 billion 180,000 www.ioof.com.au
IOOF Pursuit Focus Allocated Pension Wrap Account 2 billion 15,000 www.ioof.com.au
IOOF Pursuit Select Allocated Pension Wrap Account 15.4 billion 64,000 www.ioof.com.au
legalsuper Pension Industry Fund 4.1 billion 45,000 www.legalsuper.com.au
Local Govt Super - Account-Based Pension Plan (NSW) Public Sector Fund 12 billion 87,000 www.lgsuper.com.au
Macquarie Pension Consolidator Wrap Account 9 billion 24,000 www.macquarie.com.au/wrapofferdocs
Macquarie Pension Manager Wrap Account 12.2 billion 39,000 www.macquarie.com.au/wrapofferdocs
Mercer Portfolio Category 2 Wrap Account 2.1 billion 6,000 www.mercerportfolioservice.com.au
Mercer Portfolio Pension Account Wrap Account 2.1 billion 6,000 www.mercerportfolioservice.com.au
MLC MasterKey Allocated Pension Retail Master Trust 6.3 billion 77,000 www.mlc.com.au
MLC MasterKey Pension Retail Master Trust 1.8 billion 13,000 www.mlc.com.au
MLC Navigator Retirement Plan - Pension Service Wrap Account 8.1 billion 45,000 www.mlc.com.au
MLC Navigator Retirement Plan Series 2 - Pension Service Retail Master Trust 8.1 billion 45,000 www.mlc.com.au
MLC Wrap Super - Pension Service Wrap Account 13 billion 35,000 www.mlc.com.au
MLC Wrap Super Series 2 - Pension Service Wrap Account 13 billion 35,000 www.mlc.com.au
Netwealth Accelerator Core Wrap Account 9.8 billion 54,000 www.netwealth.com.au
Netwealth Accelerator Plus Wrap Account 9.8 billion 54,000 www.netwealth.com.au
Netwealth Super Wrap Standard Income Stream Wrap Account 9.8 billion 54,000 www.netwealth.com.au
OnePath OneAnswer Frontier Pension Retail Master Trust 10.1 billion 55,000 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 1.3 billion 11,000 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
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 9.5 billion 101,000 www.visionsuper.com.au
WealthView eWRAP Pension Account Wrap Account 0.1 billion 400 www.amp.com.au
ANZ OneAnswer Pension Retail Master Trust 2 billion 17,000 www.anz.com/personal/investing-super/superannuation-retirement/one-answer-super/
Aon smartMonday PENSION - Pre July 2013 Retail Master Trust 5.2 billion 74,000 www.smartmonday.com.au
ING Living Super Retail Master Trust 2.8 billion 62,000 www.ing.com.au
IOOF Pursuit Core Allocated Pension Wrap Account 0.1 billion 2,000 www.ioof.com.au
OnePath OneAnswer Pension Retail Master Trust 4.5 billion 45,000 www.onepath.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.

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Any ratings, nominations for awards, or awards, are subjectively determined by Chant West. Those ratings, nominations and awards, as well as parts of the Information, have been prepared based on data (including historical financial performance information) supplied by third parties. While such data is believed to be accurate, Chant West does not accept responsibility for any inaccuracy in such data. Past performance is not a reliable indicator of future performance.  Chant West’s liability is limited as described in the Terms of Use.

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