Active Super Performance: Returns to September 30 2021
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Conservative | 7.44% | 4.47% | 4.48% |
| Median | 7.40% | 4.60% | 4.70% |
| Conservative VS Median | 0.04% | -0.13% | -0.22% |
| - | - | - | - |
| Median | 12.80% | 6.30% | 6.60% |
| VS Median | - | - | - |
| Balanced | 19.03% | 8.03% | 8.62% |
| Median | 17.80% | 7.90% | 8.60% |
| Balanced VS Median | 1.23% | 0.13% | 0.02% |
| High Growth | 24.69% | 9.52% | 10.52% |
| Median | 22.10% | 9.30% | 10.10% |
| High Growth VS Median | 2.59% | 0.22% | 0.42% |
Active Super Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Conservative | 66.04 | 0.98% | $556.04 |
| Active Super | - | - | - |
| Balanced | 66.04 | 1.14% | $636.04 |
| High Growth | 66.04 | 1.24% | $686.04 |
Asset Allocation
| Rank | Asset | % |
|---|
| Rank | Asset | % |
|---|
| Rank | Asset | % |
|---|
Investment Rating
Morningstar
'Top 10.0%'
5/5
Insurance Rating
0
/100
OmniLife
Fund Information
ABN: 28 901 371 321
USI: LGS0101AU
Address: Level 12 28 Margaret St Sydney NSW 2000
About Active Super
Founded in 1997, Active Super (Previously known as Local Government Super) is a super fund specialising in ethical investments.
As of June 30 2020, Active Super has over 80,000 members with $13.5 Billion in assets under management.
Active Super Investment Options
Active Super’s Accumulation Scheme has 5 investment options. These include Managed Cash, Conservative, Conservative Balanced, Balanced and High Growth
Active Super Performance
Active Super’s Balanced and High Growth investment options outperformed the median over 1, 3, and 5 years.
Active Super’s Conservative Investment option has outperformed over 1 year but underperformed the median over 3 and 5 years.
Active Super Fees
Active Super’s fees for their Balanced option are above the median compared to other funds listed on Review My Super.
Active Super Insurance
Active Super offers life, TPD and Salary Continuance Insurance to their members.
Whilst members are offered Basic Death and Basic Total and permanent Disablement Cover, they can apply for Voluntary Insurance Cover, which can include Lump Sum Death Cover, Lump Sum Death and TPD cover and Salary Continuance Insurance cover.
Additional cover for Voluntary Insurance Cover is available with the following limits:
Death – no maximum
TPD – $3 million.
Income protection – up to 85% of your income with a maximum of $300,000 per year.
Insurance is provided by TAL Life Limited. You can compare the wider market and have the premiums paid via your super. Compare insurers here.
Active Super Financial Advice
Active Super can provide General advice at no additional cost.
Active Super also provide personal advice. This will be provided by a financial adviser and a Statement of Advice issued, this will most likely come at a cost.
Advice is provided by LGSS Pty Limited.
A benefit of seeking advice through Active Super is it is free for general advice and the advisers will be very familiar with Active Super and all its options.
A downside is they will not likely recommend funds other than Active Super, even if there are more suitable options.
To speak with an advisor that can consider all available funds and insurers in the market, please fill out the ‘Speak To An Advisor’ form on this page.
Frequently Asked Questions
Active Super’s Balanced and High Growth options have out performed the median over 1, 3 and 5 years. It’s Conservative option has had mixed performance over 1, 3 and 5 years.
Fees are above the median across these options compared to funds listed on Review My Super.
Based on this evidence, some aspects of Active Super are good. However, over all it’s not making the top funds lists.
Yes, Active Super is an APRA fund
No, Active Super is not a self-managed super fund. It is regulated by APRA.
No, Active Super is not an industry fund
Active Super is a not-for-profit fund with a government membership base
Yes, anyone can join Active Super
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