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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

 

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MORNINGSTAR RATINGS



Fund NameMorningstar RatingMinimum Investment1 yr3 yr5 yrICRPDS
CFS FC Pen-Acadian Geared Global Eq $20000.00 35.37% 45.32% 26.07% 4.28%
CFS FC Pen-PM Capital Absolute Perf $20000.00 19.95% 37.59% 17.74% 1.83%
MLC MasterKey Pension-PM CAPITAL Absolute Performance Fund Not Rated $0.00 14.56% 32.76% 12.38% 1.29%
CFS FC Pen-CFS Geared Glb Property Sec $20000.00 55.40% 32.72% 26.78% 4.26%
Perpetual WFP-Perpetual Geared Aus $20000.00 1.44% 32.11% 16.73% 3.38%
CFS FC Pens - FC Geared Global Share Not Rated $20000.00 18.59% 29.98% 15.36% 2.61%
CFS FC Pen-CFS Geared Share $20000.00 3.64% 28.98% 7.65% 3.08%
CFS FC Pen-Generation Global Share $20000.00 19.43% 24.90% 12.56% 1.87%
CFS FC Pen-CFS Geared Aus Shr-Core $20000.00 1.57% 24.59% 6.49% 4.06%
CFS FC Pen-Magellan Global $20000.00 14.58% 24.53% N/A 2.68%
CFS FC Pen-Acadian Glb Equity LS $20000.00 21.49% 24.48% 14.52% 1.94%
Perpetual WFP-BlackRock Glbl Sml Capl $20000.00 9.50% 24.46% 13.63% 2.23%
CFS FC Pen-MFS Global Equity $20000.00 14.33% 23.98% 13.26% 2.07%
CFS FC Pen-FirstChoice Grd Growth Plus Not Rated $20000.00 14.41% 23.84% 11.64% 3.59%
CFS FC Pen - GSachs Global Small Comp $1500.00 8.35% 23.80% 13.42% 2.16%
Perpetual WFP-MFS Global Equity $20000.00 14.55% 23.70% N/A 2.03%
MLC MasterKey Pension-Perpetual's Wholesale Ethical SRI $0.00 4.80% 23.58% 14.19% 1.38%
CFS FC Pen-FirstChoice Geared Aus Shr $20000.00 2.24% 23.35% 6.84% 4.23%
CFS FC Pen-BT Core Global Share $20000.00 16.17% 23.21% 12.48% 2.06%
CFS FC Pen-CFS Acadian Glb Equity $20000.00 18.47% 23.01% 13.27% 2.07%
Perpetual WFP-Perpetual Ethical SRI $20000.00 4.21% 22.87% 13.75% 2.28%
Perpetual WFP-Lazard Glbl Listed Infra $20000.00 20.35% 22.76% 16.49% 2.18%
MLC MasterKey Pension-Vanguard International Shares Index Fund Unhedged $0.00 15.46% 22.71% 11.14% 0.39%
CFS FC Pen-CFS Index Global Share $20000.00 15.70% 22.28% 11.44% 1.36%
Perpetual WFP-AMP Capital Global Equity Value $20000.00 13.74% 21.73% 8.08% 2.18%
MLC MasterKeyPension-Vanguard International Shares Index Fund Hedged $0.00 15.07% 21.69% 14.07% 0.43%
Perpetual WFP-Templeton Global Equity $20000.00 6.70% 21.39% 9.85% 2.18%
CFS FC Pen-FirstChoice Global Share $20000.00 14.84% 21.24% 10.18% 2.05%
Perpetual WFP-BT International Share $20000.00 14.66% 21.13% 11.34% 2.18%
Perpetual WFP Grant Samuel Epoch GESY (unhedged) $20000.00 15.74% 21.08% 10.45% 2.15%
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236 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.

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