POWERED BY MOMENTUM MEDIA
Retail funds dominate on investment and insurance options
A mix of both retail, industry and corporate superannuation products have been assessed as worthy of the top Five Quality Star rating by independent superannuation and actuarial firm, the Heron Partnership, but retail funds have dominated those as offering best investment features.
The ratings, released to Super Review, have revealed the top ten funds "personal" funds for investment options as being:
- Asgard Elements Super
- Asgard eWrap Super
- Asgard Infinity eWrap Super
- IOOF Employer Super — Personal Division
- IOOF Portfolio Services Personal Superannuation
- MLC Navigator Retirement Plan
- MLC Navigator Retirement Plan Series 2
- MLC Wrap Super — Super Revice
- MLC Wrap Super — Super Service Series 2
- Macquarie Super Accumulator
The top ten "corporate" funds were listed as being:
- Asgard Employee Super
- AMP CustomerSuper
- AMP Flexibile Super — Wemployer
- AMP SignatureSuper
- AMP SignatureSuper Select
- IOOF Employers Super
- Mercer SmartSuper — Employer Section
- Mercer Super Trust
- MLC MasterKey Business Super
- Russell Super Solutyion Master Trust — Employer Division
The Heron assessment generated more of a mix of retail and industry fund offernigs when it came to the Top 10 Insurance Features
Under the "personal" category it listed:
- Asgard Elements Super
- Asgard eWrap Super
- Asgard Infinity eWrap Super
- ANZ Smart Choice Super and Pension
- Hostplus
- Nationwide Superannuation Fund
- NGS Super
- Perpetual MySuper
- Perpetual Selection Superannuation Plan
- Sunsuper for Life
Under the "corporate" category it listed:
- ANZ Smart Choice Super (Employer Sponsored)
- AON Master Trust — Corporate Super Essentials
- Asgard Employee Super
- BT Business Super
- BT Lifetime Super — Employer Plan
- IOOF Employer Super
- MLC MasterKey Business Super
- Onepath Corporate Super
- Plum Superannuation
- Sunsuper Corporate.
Recommended for you
Governor Michele Bullock took a more hawkish stance on Tuesday, raising concerns over Donald Trump’s escalating tariffs, which sent economists in different directions with their predictions.
Equity Trustees has announced the appointment of Jocelyn Furlan to the Superannuation Limited (ETSL) and HTFS Nominees Pty Ltd (HTFS) boards, which have oversight of one of the companies’ fastest growing trustee services.
Following growing criticism of the superannuation industry’s influence on capital markets and its increasing exposure to private assets, as well as regulators’ concerns about potential risks to financial stability, ASFA has released new research pushing back on these narratives.
A US-based infrastructure specialist has welcomed the $93 billion fund as a cornerstone investor.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
Global X GlobalX FANG+ ETF
33.51 3 y p.a(%)
2
Spire Oaktree Opportunities XI Second Close
32.68 3 y p.a(%)
3
DomaCom Lot 21 Chellaston Road Munno Para West SA 5115 Australia
31.62 3 y p.a(%)
4
Spire Oaktree Opportunities XI First Close USD
31.36 3 y p.a(%)
5
Fidante Credit Suisse Global Private Equity
29.60 3 y p.a(%)
