Overall Pension Fund Ratings 2023

 

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
Active Super Account Based Pension Public Sector Fund 12.8 billion 87,000 www.activesuper.com.au
AMP MyNorth Pension Wrap Account 38.1 billion 159,000 www.northonline.com.au/mynorth
AMP North Personal Pension Plan Wrap Account 6.4 billion 40,200 www.northonline.com.au/north
AMP SignatureSuper Allocated Pension Retail Master Trust 55.2 billion 711,000 signaturesuper.amp.com.au
AMP Summit Super - Personal Pension Plan Wrap Account 1.5 billion 8,600 www.northonline.com.au/summit
ANZ Smart Choice Retail Master Trust 4 billion 118,000 www.anz.com.au/personal/investing-super/superannuation/
Australian Ethical Retail Super Fund Retail Master Trust 3.9 billion 62,000 www.australianethical.com.au
Australian Retirement Trust - QSuper - Retirement Income Public Sector Fund 106.7 billion 2,188,700 www.qsuper.qld.gov.au
Australian Retirement Trust - Super Savings - Retirement Income Industry Fund 124.1 billion 2,188,700 www.australianretirementtrust.com.au
AustralianSuper Choice Income Industry Fund 258 billion 2,879,000 www.australiansuper.com
Aware Super Income Stream (ex First State Super) Public Sector Fund 98.3 billion 813,000 www.aware.com.au
Bendigo SmartStart Pension Retail Master Trust 1.5 billion 20,000 www.bendigosuper.com.au
Brighter Super Pension Accounts Public Sector Fund 21.6 billion 128,000 brightersuper.com.au
BT Panorama Super Compact (Pension) Wrap Account 8.2 billion 54,000 www.panorama.com.au
BT Panorama Super Full (Pension) Wrap Account 8.2 billion 54,000 www.panorama.com.au
BUSSQ Income Account Industry Fund 5.7 billion 68,000 www.bussq.com.au
CareSuper Pension Industry Fund 19.1 billion 221,000 www.caresuper.com.au
CBUS Super Income Stream Industry Fund 70 billion 867,000 www.cbussuper.com.au
CFS FirstChoice Pension Retail Master Trust 2.1 billion 21,000 www.cfs.com.au
CFS FirstChoice Wholesale Pension Retail Master Trust 68.1 billion 389,000 www.cfs.com.au
CFS FirstWrap Plus Pension Wrap Account 9.4 billion 27,000 www.firstwrap.com.au
ClearView WealthFoundations Retail Master Trust 1.3 billion 10,000 www.clearview.com.au
Commonwealth Bank Group Super Corporate Fund 13.6 billion 72,000 www.oursuperfund.com.au
Equip Pensions Industry Fund 18 billion 76,000 www.equipsuper.com.au
Expand Essential Pension Wrap Account 19.4 billion 90,000 myexpand.com.au
Expand Extra Pension Wrap Account 19.4 billion 90,000 myexpand.com.au
Grow Wrap Pension Service Wrap Account 1.8 billion 7,000 www.wrapinvest.com.au
Grow Wrap Pension Service - Family Discount Wrap Account 1.8 billion 7,000 www.wrapinvest.com.au
GuildPension Retail Master Trust 2.3 billion 86,500 www.guildsuper.com.au
HESTA Super Income Stream Industry Fund 64.9 billion 956,700 www.hesta.com.au/members/retirement
Hostplus Pension Plan Industry Fund 79.9 billion 1,597,000 www.hostplus.com.au/retirement
HUB24 Super - Choice Wrap Account 14.4 billion 49,000 www.hub24.com.au
HUB24 Super - Core Wrap Account 14.4 billion 49,000 www.hub24.com.au
IOOF Pension Retail Master Trust 8.3 billion 118,000 www.ioof.com.au
legalsuper Pension Industry Fund 4.9 billion 41,000 www.legalsuper.com.au
Macquarie Pension Consolidator II - Elevate Wrap Account 14.7 billion 32,000 www.macquarie.com.au/wrapofferdocs
Macquarie Pension Consolidator II - Engage Wrap Account 14.7 billion 32,000 www.macquarie.com.au/wrapofferdocs
Macquarie Pension Manager II Wrap Account 13.5 billion 44,000 www.macquarie.com.au/wrapofferdocs
Mercer Portfolio Category 2 Wrap Account 1.8 billion 5,400 www.mercerportfolioservice.com.au
Mercer Super Trust - Allocated Pension Division Retail Master Trust 27 billion 198,000 www.mercersuper.com.au
Mine Super Pension Industry Fund 11.6 billion 59,000 www.mine.com.au
MLC MasterKey Pension Fundamentals Retail Master Trust 23.4 billion 192,000 www.mlc.com.au
MLC Navigator Retirement Plan Series 2 - Core Wrap Account 6.9 billion 31,000 www.mlc.com.au
MLC Navigator Retirement Plan Series 2 - Full Wrap Account 6.9 billion 31,000 www.mlc.com.au
MLC Wrap Super Series 2 - Core Wrap Account 16 billion 44,000 www.mlc.com.au
MLC Wrap Super Series 2 - Full Wrap Account 16 billion 44,000 www.mlc.com.au
MyLife MyPension Industry Fund 10.8 billion 68,000 www.mylifemypension.com.au
Netwealth Accelerator Core Wrap Account 18.3 billion 77,000 www.netwealth.com.au
Netwealth Accelerator Plus Wrap Account 18.3 billion 77,000 www.netwealth.com.au
NGS Super Income account Industry Fund 13 billion 112,000 www.ngssuper.com.au
OnePath OneAnswer Frontier Pension Retail Master Trust 9 billion 45,000 onepathsuperinvest.com.au
Perpetual WealthFocus Pension Retail Master Trust 1.7 billion 12,000 www.perpetual.com.au/wealthfocus
Plum Retirement Income Retail Master Trust 31 billion 175,000 www.plum.com.au
PortfolioCare eWRAP Pension Wrap Account 1.4 billion 3,000 www.investoronline.info
PortfolioCare Pension Service Wrap Account 1 billion 7,000 www.investoronline.info
Rest Pension Industry Fund 65.3 billion 1,883,000 www.rest.com.au
Russell iQ Retirement Retail Master Trust 9.3 billion 58,000 russellinvestments.com.au/retirement
Spirit Super Pension Industry Fund 24.8 billion 330,000 www.spiritsuper.com.au
Super SA Income Stream Public Sector Fund 33.5 billion 199,000 www.supersa.sa.gov.au
TelstraSuper RetireAccess Corporate Fund 23 billion 90,000 www.telstrasuper.com.au
UniSuper Flexi Pension Industry Fund 101 billion 526,000 www.unisuper.com.au
VicSuper Flexible Income Public Sector Fund 28.7 billion 249,000 www.vicsuper.com.au
Vision Income Streams Public Sector Fund 10.2 billion 88,000 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. 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.

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