Vision Super Performance: Returns to September 30 2021
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Conservative | 5.32% | 4.37% | 4.14% |
| Median | 7.40% | 4.60% | 4.70% |
| Conservative VS Median | -2.08% | -0.23% | -0.56% |
| Balanced Growth (MySuper) | 18.66% | 8.93% | 9.56% |
| Median | 17.70% | 8.0% | 8.60% |
| Balanced Growth (MySuper) VS Median | 0.96% | 0.93% | 0.96% |
| - | - | - | - |
| Median | - | - | - |
| VS Median | - | - | - |
| Growth | 21.65% | 10.78% | 11.21% |
| Median | 17.80% | 7.90% | 8.60% |
| Growth VS Median | 3.85% | 2.88% | 2.61% |
Vision Super Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Conservative | 78 | 0.48% | $318 |
| Balanced Growth (MySuper) | 78 | 0.67% | $413 |
| Vision Super | - | - | - |
| Growth | 78 | 0.73% | $443 |
Asset Allocation
| Rank | Asset | % |
|---|
| Rank | Asset | % |
|---|
| Rank | Asset | % |
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Insurance Rating
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/100
OmniLife
Fund Information
ABN: 24 496 637 884
USI: 24496637884019
Address: PO Box 18041 Collins Street East Victoria 8003
About Vision Super
Founded in 1947, Vision Super has over 87,000 members with $10.3 Billion in assets under management.
Vision Super’s Balanced Growth investment option performance over 5 years was above the median fund and the fees are below the median for funds on Review My Super for a balanced/MySuper risk profile.
Vision Super 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 Vision 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
Yes, Vision Super is an APRA fund.
No, Vision Super is regulated by APRA
Vision Super are not designated by Industry Super Australia as an Industry fund. However, they are a not for profit fund and refer to themselves as an industry fund
Vision Super is a not-for-profit fund with a public sector membership base
Yes, anyone can join Vision Super
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