Colonial Super Retirement Fund

Super Funds GuideThis is a SuperGuide Super Funds Guide profile of Colonial Super Retirement Fund, including information about investment performance, performance ranking and fund member analysis.

This SuperGuide Super Funds Guide profile is independent information and is not an advertisement for Colonial Super Retirement Fund. The data contained in this profile is sourced from the superannuation regulator, (APRA), and refers to data as at 30 June 2015. APRA will be releasing 2016 data in early 2017.

Snapshot of Colonial Super Retirement Fund

  • Colonial Super Retirement Fund is a Public offer fund and Retail fund (you can find out the 5 types of super funds by clicking here).
  • For the 2015 financial year (1 July 2014 to 30 June 2015), Colonial Super Retirement Fund delivered a rate of return of 7.00%, which ranked it 128 of the 193 funds that provided investment performance data.
  • In terms of total assets, Colonial Super Retirement Fund ranks 53 out of 196 funds that provided asset data, with total assets (as at 30 June 2015) of approximately $4,580,000.
  • In terms of fund members, Colonial Super Retirement Fund ranks 32 largest of 198 funds, with 192,786 members.
  • 36% of Colonial Super Retirement Fund‘s members are female (the 124 most of 171 funds), and 64% are male (the 54 most of 185 funds).
  • The average member account balance for Colonial Super Retirement Fund is $24,000.
  • Colonial Super Retirement Fund had a growth in the number of member accounts in the 2015 financial year of -7%, which is the 142 largest growth (of 196 funds).
  • Colonial Super Retirement Fund has 621 investment options, N/A MySuper products authorised, and 11% of it’s total assets are invested in a default or MySuper strategy.

Continue reading to find out more about Colonial Super Retirement Fund.

Note: N/A means this information is not available.

You can search for other super funds here

How well did Colonial Super Retirement Fund perform?

In the table below you can discover the investment performance and ranking of Colonial Super Retirement Fund for each year from 2004 through to 2015.

For general information on the top 25 performers over a 5-year and 10-year periods see SuperGuide article Top 25 performing super funds over long term.

Rate of return for Colonial Super Retirement Fund one year to 30 June

YearAverage returnColonial Super Retirement Fund returnColonial Super Retirement Fund ranking
20157.04%7.00%%Ranked 128 of 193 funds
20149.66%10.51%Ranked 104 of 189 funds
201311.88%11.6%Ranked 148 of 210 funds
20120.19%0.1%Ranked 98 of 193 funds
20117.38%5.9%Ranked 148 of 190 funds
20108.21%8%Ranked 116 of 189 funds
2009-10.98%-10.5%Ranked 68 of 188 funds
2008-7.63%-6.3%Ranked 59 of 185 funds
200714.33%15.3%Ranked 71 of 181 funds
200613.48%12%Ranked 138 of 175 funds
200511.72%10.6%Ranked 113 of 156 funds
200411.86%8.8%Ranked 138 of 152 funds

Data contained in this table as at 30 June 2015

Colonial Super Retirement Fund fund member profile

  • Colonial Super Retirement Fund has 192,786 members, which ranks it at number largest of 289 funds.
  • Colonial Super Retirement Fund has pension members, which ranks it at number largest of 153 funds.

In the table below you can discover how many superannuation accounts that Colonial Super Retirement Fund looks after, the age and gender of Colonial Super Retirement Fund fund membership and how that compares across all super funds.

Colonial Super Retirement Fund member profile (age and gender)

Number of member accountsFund percentageAverage percentage across all funds
Age below age 35
FemalesN/AN/A%13%
MalesN/AN/A%17%
Age 35-49
Females29,36215%14%
Males46,83924%20%
Age 50-59
Females20,51111%8%
Males42,14522%12%
Age 60-64
Females5,6913%3%
Males13,2407%5%
Age over 65
Females5,8293%7%
Males11,1206%8%

In the table below the member balances for Colonial Super Retirement Fund members, and how that compares across all super funds.

Colonial Super Retirement Fund member profile (account balances)

Number of member accountsFund percentageAverage percentage across all funds
Below $1,00065,46734%22%
$1,000 to $24,99977,83240%33%
$25,000 to $49,99921,70811%11%
$50,000 to $99,99917,5049%13%
$100,000 to $199,9997,6624%12%
$200,000 to $499,9992,3881%11%
$500,000 to $999,9992030%5%
$1m plus220%3%

Data contained in these tables as at 30 June 2015

Who runs Colonial Super Retirement Fund?

In the table below, you can find the name of the company that runs Colonial Super Retirement Fund and other administration details including, whether the super fund is open to the public (public offer) or not open to general public (non-public offer), how the super fund is structured and the super fund’s Australian Business Number.

Fund’s RSE licenseeColonial Mutual Superannuation Pty. Ltd.
Public offer statusPublic offer
Fund typeRetail
RSE Membership baseGeneral base
RSE licensee ownership typeFinancial services corporation ownership
RSE licensee profit statusFor profit status
RSE licensee board structureNon equal representation
RSE licensee balance date30/06/2015
ABN40328908469
Investment expenses ratio0.00% (average is 0.19%)
Operating expenses ratio0.60% (average is 1.17%)

Data contained in this table as at 30 June 2015

Copyright text: All explanatory text is the copyright of SuperGuide Pty Ltd. All data information is the copyright of Australian Prudential Regulation Authority (APRA). All data information is licensed under the Creative Commons Attribution 3.0 Australia Licence (CCBY 3.0). APRA will be releasing 2015 data in early 2016.

Please see APRA Disclaimer, Important notice, Explanatory notes and Glossary