Returns to March 31 2022
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| ART - Super Savings - Conservative | 4.38% | 4.27% | 4.75% |
| Median | 2.8% | 3.7% | 4.1% |
| ART - Super Savings - Conservative VS Median | 1.58% | 0.57% | 0.65% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| ART - Super Savings - Conservative | 78 | 1.04% | $598 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 9.25% | |
| 2 | International Shares | 7.25% | |
| 3 | Fixed Interest | 34.5% | |
| 4 | Alternative | 19% | |
| 5 | Property | 8% | |
| 6 | Cash | 22% |
Returns to March 31 2022
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| ART - QSuper Accumulation Account - Moderate | 2.58% | 3.16% | 3.77% |
| Median | 2.8% | 3.7% | 4.1% |
| ART - QSuper Accumulation Account - Moderate VS Median | -0.22% | -0.54% | -0.33% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| ART - QSuper Accumulation Account - Moderate | - | 0.47% | $235 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 3.45% | |
| 2 | International Shares | 11.88% | |
| 3 | Fixed Interest | 11.16% | |
| 4 | Alternative | 13.69% | |
| 5 | Property | 4.09% | |
| 6 | Cash | 55.72% |
Returns to March 31 2022
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| ART - Super Savings - Growth | 12.96% | 10.54% | 10.09% |
| Median | 9.2% | 9.2% | 8.9% |
| ART - Super Savings - Growth VS Median | 3.76% | 1.34% | 1.19% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| ART - Super Savings - Growth | 78 | 1.28% | $718 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 34% | |
| 2 | International Shares | 32% | |
| 3 | Fixed Interest | 2% | |
| 4 | Alternative | 23.5% | |
| 5 | Property | 8.5% |
Returns to March 31 2022
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| ART - Super Savings - Balanced | 10.01% | 8.65% | 8.61% |
| Median | 7.7% | 7.8% | 7.6% |
| ART - Super Savings - Balanced VS Median | 2.31% | 0.85% | 1.01% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| ART - Super Savings - Balanced | 78 | 1.1% | $628 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 26.5% | |
| 2 | International Shares | 27% | |
| 3 | Fixed Interest | 12.5% | |
| 4 | Alternative | 20.5% | |
| 5 | Property | 9.5% | |
| 6 | Cash | 4% |
Returns to March 31 2022
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| ART - QSuper Accumulation Account - Aggressive | 6.9% | 6.95% | 7.51% |
| Median | 7.7% | 7.8% | 7.6% |
| ART - QSuper Accumulation Account - Aggressive VS Median | -0.8% | -0.85% | -0.09% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| ART - QSuper Accumulation Account - Aggressive | - | 0.78% | $390 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 28% | |
| 2 | International Shares | 40% | |
| 3 | Fixed Interest | 7% | |
| 4 | Alternative | 15% | |
| 5 | Property | 7% | |
| 6 | Cash | 3% |
Returns to March 31 2022
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| ART - QSuper Accumulation Account - Balanced | 6.2% | 6.14% | 6.78% |
| Median | 7.7% | 7.8% | 7.6% |
| ART - QSuper Accumulation Account - Balanced VS Median | -1.5% | -1.66% | -0.82% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| ART - QSuper Accumulation Account - Balanced | - | 0.7% | $350 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 8.42% | |
| 2 | International Shares | 25.84% | |
| 3 | Fixed Interest | 22.34% | |
| 4 | Alternative | 26.08% | |
| 5 | Property | 5.84% | |
| 6 | Cash | 11.48% |
Insurance Rating
Insurance is available through Australian Retirement Trust. However, it is not rated by Omnilife. To compare all available options for insurance through your super fund please click below.
Fund Information
ABN: 98 503 137 921
USI: 98 503 137 921 001
Address: GPO Box 2924 Brisbane QLD 4001
About
Australian Retirement Trust was formed in 2022 through the merger of Sunsuper and QSuper, and is now one of Australia’s largest super funds.
The combined fund has over two million members with over $230 billion in assets under management.
Australian Retirement Trust Investment Options
Australian Retirement Trust has eight ‘Diversified’ investment options and eleven ‘Single asset class’ investment options. See below.
Diversified:
The Lifecycle Investment Strategy (Accumulation accounts only), Growth, Balanced, Socially Conscious Balanced, Diversified Alternatives, Retirement, Conservative and Balanced – Index.
Single asset class:
Shares, Australian Shares, Property, Diversified Bonds, Cash, Australian Shares – Index, International Shares – Index (hedged), International Shares – Index (unhedged), Emerging Markets Shares, Australian Property – Index and Diversified Bonds – Index
Australian Retirement Trust Performance
ART's ART - Super Savings - Conservative investment option outperformed the median over 1 year, outperformed over 3 years and outperformed over 5 years
Australian Retirement Trust Fees
ART's fees for their ART - Super Savings - Conservative investment option above the median compared to other funds’ MySuper/Balanced options listed on Review My Super.
Australian Retirement Trust Performance
ART's ART - QSuper Accumulation Account - Moderate investment option under performed the median over 1 year, under performed over 3 years and under performed over 5 years
Australian Retirement Trust Fees
ART's fees for their ART - QSuper Accumulation Account - Moderate investment option below the median compared to other funds’ MySuper/Balanced options listed on Review My Super.
Australian Retirement Trust Performance
ART's ART - Super Savings - Growth investment option outperformed the median over 1 year, outperformed over 3 years and outperformed over 5 years
Australian Retirement Trust Fees
ART's fees for their ART - Super Savings - Growth investment option above the median compared to other funds’ MySuper/Balanced options listed on Review My Super.
Australian Retirement Trust Performance
ART's ART - Super Savings - Balanced investment option outperformed the median over 1 year, outperformed over 3 years and outperformed over 5 years
Australian Retirement Trust Fees
ART's fees for their ART - Super Savings - Balanced investment option above the median compared to other funds’ MySuper/Balanced options listed on Review My Super.
Australian Retirement Trust Performance
ART's ART - QSuper Accumulation Account - Aggressive investment option under performed the median over 1 year, under performed over 3 years and under performed over 5 years
Australian Retirement Trust Fees
ART's fees for their ART - QSuper Accumulation Account - Aggressive investment option below the median compared to other funds’ MySuper/Balanced options listed on Review My Super.
Australian Retirement Trust Performance
ART's ART - QSuper Accumulation Account - Balanced investment option under performed the median over 1 year, under performed over 3 years and under performed over 5 years
Australian Retirement Trust Fees
ART's fees for their ART - QSuper Accumulation Account - Balanced investment option below the median compared to other funds’ MySuper/Balanced options listed on Review My Super.
Australian Retirement Trust Insurance
Australian Retirement Trust offers death and TPD insurance cover to their members.
Whilst most members are offered default Death and Total and permanent Disablement Cover, they can also apply for Income Protection Cover.
Additional 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 $30,000 per month.
Insurance is provided by Australian Retirement Trust. You can compare the wider market and have the premiums paid via your super. Compare insurers here.
Frequently Asked Questions
Yes, it is an APRA fund.
It is not designated by Industry Super Australia as an Industry fund. However, they are a not for profit fund.
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