Australian Retirement Trust Review

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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

RankAsset%
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

RankAsset%
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

RankAsset%
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

RankAsset%
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

RankAsset%
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

RankAsset%
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

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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

It is not designated by Industry Super Australia as an Industry fund. However, they are a not for profit fund.

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