Sign up for updates

Investment Opportunities > Allocated Pensions

ACCOUNT BASED PENSIONS

Accounts based pensions provide investors with tax effective retirement income, paying an ongoing superannuation income stream each year. A diverse range of investment options, across all asset classes and from leading fund managers are available in a pension account, with investment earnings completely tax free for those aged over 60.

 

KEY BENEFITS

TAX EFFECTIVE INVESTING

WIDE RANGE OF INVESTMENT OPTIONS

REGULAR RETIREMENT INCOME

   

PENSION EDUCATION

Account based pension funds are retirement funds that allow you to invest your superannuation savings once you have reached your preservation age and retired. Retirement income will continue to be paid from the investment until the money runs out and amounts invested are accessible by the investor at any time.

 
 

 

Pension Master Trusts Offers Initial Investment
Colonial First State FirstChoice Pension $20,000
MLC MasterKey Pension $0
Perpetual WealthFocus Pension Plan $20,000
Spectrum Pension $30,000

 

FIND AN INVESTMENT

FUND TYPE

SORT BY

FUND MANAGER

Hold CTRL and left click to select multiple

ASSET CATEGORY


Hold CTRL and left click to select multiple

MORNINGSTAR RATINGS



Fund NameMorningstar RatingMinimum Investment1 yr3 yr5 yrICRPDS
Perpetual WFP-Perpetual Geared Aus $20000.00 29.93% 35.27% 22.22% 3.35%
CFS FC Pen-Acadian Geared Global Eq $20000.00 31.88% 33.52% 23.21% 4.28%
MLC MasterKey Pension-PM CAPITAL Absolute Performance Fund Not Rated $0.00 7.47% 27.63% 8.31% 1.29%
CFS FC Pen-PM Capital Absolute Perf $20000.00 8.77% 26.69% 13.75% 1.83%
CFS FC Pen-CFS Geared Share $20000.00 35.18% 26.51% 13.98% 3.08%
MLC MasterKey Pension-Perpetual's Wholesale Ethical SRI $0.00 21.06% 25.19% 17.98% 1.38%
Perpetual WFP-Perpetual Ethical SRI $20000.00 16.81% 23.52% 17.36% 2.28%
CFS FC Pens - FC Geared Global Share Not Rated $20000.00 15.60% 22.72% 13.57% 2.61%
CFS FC Pen-CFS Geared Aus Shr-Core $20000.00 25.95% 22.15% 12.09% 4.06%
Perpetual WFP-Perpetual Indl Shr $20000.00 17.08% 21.85% 13.09% 1.98%
CFS FC Pen-Magellan Global $20000.00 4.67% 21.73% N/A 2.68%
Perpetual WFP-Perpetual Share Plus L/S $20000.00 18.66% 21.36% 15.92% 2.42%
CFS FC Pen-Perpetual Industrial Shr $20000.00 18.88% 21.03% 14.85% 1.89%
CFS FC Pen-FirstChoice Geared Aus Shr $20000.00 30.92% 20.68% 13.47% 4.23%
MLC MKey Pens - IncomeBuilder $0.00 16.12% 20.10% 11.32% 0.72%
CFS FC Pen-Acadian Glb Equity LS $20000.00 15.45% 19.67% 11.54% 1.94%
MLC MasterKey Pension-Vanguard International Shares Index Fund Unhedged $0.00 13.02% 19.59% 8.38% 0.39%
MLC MasterKeyPension-Vanguard International Shares Index Fund Hedged $0.00 21.27% 19.36% 13.84% 0.43%
CFS FirstChoice GS JBWere Glbl Sm Co $1500.00 13.89% 19.17% 12.20% 2.16%
Perpetual WFP-Lazard Glbl Listed Infra $20000.00 23.66% 19.13% 16.98% 2.15%
MLC MKey Pens Horizon 7 - Accelerated Growth Port $0.00 16.79% 19.08% 11.08% 1.02%
CFS FC Pen-CFS Acadian Glb Equity $20000.00 14.62% 18.98% 10.59% 2.07%
CFS FC Pen-FirstChoice Property Sec $20000.00 16.71% 18.96% 14.06% 1.69%
Perpetual WFP-Perpetual Concntr Eq $20000.00 16.51% 18.89% 13.37% 1.98%
Perpetual WFP-Perpetual Split Gr $20000.00 12.72% 18.86% 9.33% 2.13%
MLC MasterKey Pension-Investors Mutual Australian Share $0.00 16.25% 18.81% 12.56% 1.17%
CFS FC Pen-CFS Index Property Sec $20000.00 16.69% 18.78% 13.89% 1.13%
CFS FC Pen-SG Hiscock Property Sec $20000.00 18.14% 18.66% 13.85% 1.79%
MLC MKey Pens - Global Share Growth Style Fund $0.00 12.65% 18.59% 10.60% 0.92%
Perpetual WFP-MFS Global Equity $20000.00 7.78% 18.50% N/A 2.03%
12345678
238 Fund(s) Found.

 

Fund data and ratings supplied by:

© 2013 Morningstar, Inc. All rights reserved. Neither Morningstar nor its affiliates nor their content providers guarantee the above data or content to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd ABN 95 090 665 544, AFSL 240892 a subsidiary of Morningstar, Inc. and the information provided is without reference to your objectives, financial situation or needs. Refer to the Financial Services Guide for more information at www.morningstar.com.au/fsg.pdf, and read the Fund’s Product Disclosure Statement.

Investments

Australian shares
International shares
Property
Fixed income
Cash

 

Investment products

Managed Funds
Managed Accounts
Superannuation Funds
Wrap Accounts
Insurance Bonds

Strategies

St George Margin Lending
BT Margin Lending
Investment Bond
Sophisticated Investor Opportunities
Self Managed Super Funds

Fund managers

Colonial First State
Perpetual Wealthfocus
BT Investment Funds
MLC Masterkey
Spectrum Super

Australian Fund Managers

Investor Education

Managed investments
Superannuation
Separately managed accounts
Wrap accounts

PRIVACY POLICY  |  TERMS & CONDITIONS SITEMAP

© 2020 DIRECTINVEST 2014   |  A member of Mason Stevens Group |  ABN 89 069 774 456 

Corporate Authorised Representative AR No 336649  | Financial Services Guide