Investment Performance
Professional Associations Super delivers top quartile investment performance in low-cost structure
Focusing on the traditional asset classes has helped Professional Associations Super achieve a net return of 10.8% for its default Growth option for the year to 30 June 2010, placing it amongst the top quartile of industry super funds with similar risk profiles.
Paul Kessell, the Fund’s Chief Investment Officer, said the strong performance is testament to the Fund’s clearly defined investment strategy and focus on risk management.
“We actively invest in a diversified portfolio of traditional exposures – in particular, equities and bonds - and generally avoid many of the more complex and unlisted assets that have proliferated across industry super fund portfolios in recent years,” he said.
Mr Kessell said that the strong result was achieved at a very low investment fees for its members.
“With an annual investment fee below 0.4%, the Fund was able to provide members with the dual benefit of strong performance at a fee level below the industry super fund average (of around 0.68%pa*). It proves that it is about having the right skills, process and investment governance, rather than the size of the fund, that are the critical factors,” he said.
Mr Kessell said Professional Associations Super continues to monitor its investment strategy and manager mix.
“We’re constantly reviewing our portfolio to ensure that we respond to opportunities presented by the current macroeconomic environment whilst maintaining a long-term investment outlook,” he said.
* SuperRating Fund Crediting Rate Survey Universe of Industry Funds – Public Offer as at 31 March 2010.
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Accountants Super is a division of Professional Associations Super. To learn more about Professional Associations Super click here
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Published: 11 October 2010
About the Fund
Accountants Super is a specialised super fund for accounting professionals. Plan your future and safeguard your assets with our flexible, reliable solutions. With years of experience providing for accountants, we have all the specialised knowledge and expertise to help you manage your super easily and effectively.
Our straight–forward accountants superannuation product gives you the benefit of low fees, flexible options and affordable insurance cover. For years we have been providing accountants with quality services, timely and accurate information. We pride ourselves on our personalised service.
If you’ve ever changed jobs or locations, you may need to consolidate your super. Accountants Super can help with this, so you don’t miss out on any lost or unclaimed super funds. Build a stronger future and take the stress out of your superannuation. Read more
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Accountants Super is a division of Professional Associations Super, an industry fund with over 445,000 members across Australia and over $1.5 billion of funds under management. Professional Associations Super divisions include SMARTpension, Australian Enterprise Super, and RecruitmentSuper
Find us by searching: Accountants Super, Accountants Super Fund, Accountants Superannuation, Accountants Superannuation Fund, Superannuation For Accountants, Superannuation Contributions, Superannuation Co-Contribution
This information is of a general nature only and does not take into account your personal objectives, situation or needs. Before making a decision about Accountants Super, you should consider your own requirements and the relevant Product Disclosure Statement. Contact us for a copy.