Sign up for updates

Investment Opportunities > Superannuation

SUPERANNUATION FUNDS

Super is not an investment asset in itself but rather an investment framework within which you can invest in many different asset classes. Superannuation provides investors access to virtually the same menu of funds available outside of super all the while being taxed at a maximum 15%.

 

 

KEY BENEFITS

TAX EFFECTIVE RETIREMENT SAVINGS

ACCESS TO SAME FUNDS AS OUTSIDE OF SUPER

EASY ADMINISTRATION

   

SUPERANNUATION EDUCATION

Superannuation is the most tax effective way to save money and invest your retirement savings in a low tax environment.

 
 

 

Superannuation Initial Investment
Colonial First State FirstChoice Personal Super $1,500
MLC MasterKey Super $5,000
Perpetual WealthFocus Super Plan & Pension Plan $3,000
SMF Spectrum Super Plan NIL

 

IMPORTANT INFORMATION: REMOVAL OF MORNINGSTAR DATA 1 JULY 2015

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
CFS FC PSup-Acadian Geared Global Eq $1500.00 36.04% 45.22% 26.88% 4.31%
CFS FC PSup-CFS Geared Share $1500.00 19.74% 37.56% 13.89% 3.08%
Perpetual WFS-Perpetual Geared Aus $1000.00 10.72% 35.27% 20.13% 3.38%
CFS FC PSup-PM Capital Glb Companies $1500.00 32.61% 34.79% 17.14% 1.83%
MLC MasterKey Super-PM CAPITAL Absolute Performance Fund Not Rated $0.00 29.98% 34.13% 13.76% 2.10%
CFS FC PSup - FC Geared Glbl Shr Not Rated $20000.00 30.46% 31.82% 18.15% 2.61%
CFS FC PSup-FirstChoice Geared Aus Shr $1500.00 13.86% 30.68% 12.84% 4.23%
CFS FC PSup-CFS Geared Aus Shr-Core $1500.00 11.42% 29.08% 10.83% 4.09%
CFS FC PSup-CFS Geared Glb Property Sec $1500.00 38.10% 28.55% 23.67% 4.26%
Perpetual WFS-BlackRock Glbl Sml Capl $1000.00 29.02% 27.38% 14.38% 2.23%
CFS FC PSup-FirstChoice Grd Growth Plus Not Rated $1500.00 21.55% 26.72% 14.56% 3.67%
CFS FC PSup-Acadian Glb Equity LS $1500.00 31.04% 26.40% 16.12% 1.94%
CFS FC PSup-GSachs Global Small Comp $1500.00 23.45% 25.49% 14.26% 2.16%
CFS FC PSup-Generation Global Share $1500.00 31.69% 25.16% 13.42% 1.92%
Perpetual WFS-MFS Global Equity $1000.00 24.68% 24.27% 14.59% 2.03%
CFS FC PSup-FirstChoice Global Share $1500.00 25.79% 24.22% 12.15% 2.05%
CFS FC PSup-BT Core Global Share $1500.00 25.30% 24.04% 13.20% 2.07%
Perpetual WFS-AMP Capital Global Equity Value $1000.00 25.83% 23.93% 9.96% 2.18%
CFS FC PSup-MFS Global Equity $1500.00 23.05% 23.87% 14.36% 2.11%
CFS FC PSup-Capital Inter Glb Share $1500.00 24.68% 23.83% 12.32% 2.06%
Perpetual WFS-Lazard Glbl Listed Infra $1000.00 16.33% 23.79% 17.08% 2.18%
CFS FC PSup-Altrinsic Global Equity $1500.00 26.44% 23.66% 9.38% 2.06%
MLC MasterKey Super-Vanguard International Shares Index Fund Unhedged $0.00 26.38% 23.53% 12.99% 0.39%
CFS FC PSup-CFS Index Global Share $1500.00 24.37% 23.20% 12.66% 1.38%
CFS FC PSup-Magellan Global $1500.00 27.73% 23.12% N/A 2.74%
CFS FC PSup-CFS Acadian Glb Equity $1500.00 21.35% 23.09% 13.48% 2.07%
Perpetual WFS-T. Rowe Price Global Eq $1000.00 29.14% 22.99% 11.67% 2.18%
Perpetual WFS-BT International Share $1000.00 24.51% 22.93% 12.52% 2.18%
CFS FC PSup-Platinum International $1500.00 22.88% 22.76% 9.65% 2.53%
CFS FC PSup-Perpetual Global Share $1500.00 26.30% 22.66% 11.71% 2.07%
12345678
Brandsmart One Trust
224 Fund(s) Found.

 

Fund data and ratings supplied by:

© 2015 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 2016   |  A member of Mason Stevens Group |  ABN 89 069 774 456 

Corporate Authorised Representative AR No 336649  | Financial Services Guide