MySuper Balanced
Returns to September 30 2021
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Netwealth Active 30/70 Conservative Fund | 9.31% | 5.26% | 4.76% |
| Median | 7.40% | 4.60% | 4.70% |
| Netwealth Active 30/70 Conservative Fund VS Median | 1.91% | 0.66% | 0.06% |
| Netwealth Active 50/50 Balanced Fund* | 15.07% | 6.60% | 6.40% |
| Median | 12.80% | 6.30% | 6.60% |
| Netwealth Active 50/50 Balanced Fund* VS Median | 2.27% | 0.30% | -0.20% |
| Netwealth Active 70/30 Growth Fund | 21.05% | 7.37% | 7.66% |
| Median | 17.80% | 7.90% | 8.60% |
| Netwealth Active 70/30 Growth Fund VS Median | 3.25% | -0.53% | -0.94% |
| Netwealth Active 90/10 High Growth Fund | 25.34% | 8.14% | 8.86% |
| Median | 22.10% | 9.30% | 10.10% |
| Netwealth Active 90/10 High Growth Fund VS Median | 3.24% | -1.16% | -1.24% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Netwealth Active 30/70 Conservative Fund | - | 1.00% | $500 |
| Netwealth Active 50/50 Balanced Fund* | - | 1.05% | $525 |
| Netwealth Active 70/30 Growth Fund | - | 1.10% | $550 |
| Netwealth Active 90/10 High Growth Fund | - | 1.25% | $625 |
Asset Allocation
*Please note this is not the default investment option for this fund.
These fees are based on a balance of $50,000
Investment Rating
Morningstar
'Top 35.0%'
3/5
Insurance Rating
0
/100
OmniLife
Fund Information
ABN: 94 573 747 704
USI: NET0017AU
Address: PO Box 336 South Melbourne VIC 3205
About Netwealth Super Accelerator Core
Founded 1999, Netwealth is a large retail super provider.
As of 30 June 2020, Netwealth has $31.5 Billion in assets under management across all of its products.
Netwealth offers life, TPD and income protection insurance. You can see their overall insurance rating to the left.
When Reviewing Super funds it’s a good idea to learn more about choosing a super fund. Consider the following:
Firstly, are you invested in the right risk profile? This is essentially the amount of risk you’re willing to take to achieve your desired investment return. High Growth investments will achieve the highest returns over the long run, and also carry the highest risk of loss in any one year.
Secondly, what to do about the insurance in your super? Most funds will come with a default amount of insurance cover for instance. For some people this will be very insufficient and for others it will be too much, for example. Therefore, tailoring your cover to your own circumstances is key.
Thirdly, what are the different ways you can contribute to super? Understanding contributions like salary sacrifice and the government co-contribution can help you make the most of your super.
Fourthly, and most importantly, make sure you review Energy Super against other super funds under the ‘Fund Profiles’ tab and check out the top super funds, to see who the leaders are.
In addition, If you would like to speak to someone for some guidance when reviewing your super, then please fill in the ‘Speak To An Advisor’ form above and an advisor will be in touch to see how they can assist you.
In conclusion, understanding the key elements of super, conducting the appropriate research and seeking the best advice will help with choosing the best fund.
Frequently Asked Questions
No, Netwealth Super Accelerator Core is a retail fund
Netwealth Super Accelerator Core is owned by Netwealth Group
Yes, anyone can join Netwealth Super Accelerator Core
0 Reviews
