Sunsuper Performance: Returns to September 30 2021
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Conservative | 9.62% | 5.22% | 5.53% |
| Median | 7.40% | 4.60% | 4.70% |
| Conservative VS Median | 2.22% | 0.62% | 0.83% |
| Balanced Pool | 21.17% | 8.78% | 9.71% |
| Median | 17.70% | 8.00% | 8.60% |
| Balanced Pool VS Median | 3.47% | 0.78% | 1.11% |
| - | - | - | - |
| Median | - | - | - |
| VS Median | - | - | - |
| Growth | 26.3% | 10.15% | 11.26% |
| Median | 22.10% | 9.30% | 10.10% |
| Growth VS Median | 4.20% | 0.85% | 1.16% |
Sunsuper Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Conservative | 78 | 1.04% | $598 |
| Balanced Pool | 78 | 1.10% | $628 |
| Sunsuper | - | - | - |
| Growth | 78 | 1.28% | $718 |
Asset Allocation
| Rank | Asset | % |
|---|
| Rank | Asset | % |
|---|
| Rank | Asset | % |
|---|
Investment Rating
Morningstar
'Top 22.5%'
4/5
Insurance Rating
0
/100
OmniLife
Fund Information
ABN: 98 503 137 921
USI: 98 503 137 921 001
Address: GPO Box 2924 Brisbane QLD 4001
About Sunsuper
Founded in 1987, Sunsuper is a not-for-profit super fund.
Sunsuper has over 1.4 million members with $85 Billion in assets under management.
Sunsuper’s Balanced investment option performance over 5 years was above the median fund for a balanced/MySuper risk profile.
Sunsuper 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 Sunsuper 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
Sunsuper’s Growth, Balanced and Conservative options have all outperformed their respective median’s over 1, 3 and 5 years.
Fees are slightly higher than the median of funds listed on Review My Super.
Based on this evidence, although the fees aren’t low, the strong overall performance makes it reasonable to declare Sunsuper a good super fund.
Yes, Sunsuper is an APRA fund.
No, Sunsuper is regulated by APRA.
Sunsuper are not designated by Industry Super Australia as an Industry fund. However, they are a not for profit fund.
Sunsuper is a not-for-profit fund with an industry membership base.
Yes, anyone can join Sunsuper.
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