Mercer Portfolio Service Superannuation Plan

Super Funds GuideThis is a SuperGuide Super Funds Guide profile of Mercer Portfolio Service Superannuation Plan, 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 Mercer Portfolio Service Superannuation Plan. The data contained in this profile is sourced from the superannuation regulator, (APRA), and refers to data as at 30 June 2014. APRA will be releasing 2015 data in early 2016.

Snapshot of Mercer Portfolio Service Superannuation Plan

  • Mercer Portfolio Service Superannuation Plan is a Public offer fund and Retail fund (you can find out the 5 types of super funds by clicking here).
  • For the 2014 financial year (1 July 2013 to 30 June 2014), Mercer Portfolio Service Superannuation Plan delivered a rate of return of 10.28%, which ranked it 116 of the 189 funds that provided investment performance data.
  • In terms of net assets, Mercer Portfolio Service Superannuation Plan ranks 84 out of 193 funds that provided asset data, with net assets (as at 30 June 2014) of approximately $1,695,513,000.
  • In terms of fund members, Mercer Portfolio Service Superannuation Plan ranks 127 largest of 193 funds, with 6,422 members.
  • Mercer Portfolio Service Superannuation Plan has 340 investment options.

Continue reading to find out more about Mercer Portfolio Service Superannuation Plan.

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

You can search for other funds here.

How well did Mercer Portfolio Service Superannuation Plan perform?

In the table below you can discover the investment performance and ranking of Mercer Portfolio Service Superannuation Plan for each year from 2004 through to 2014.

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 one year to 30 June
YearAverage returnMercer Portfolio Service Superannuation Plan returnMercer Portfolio Service Superannuation Plan ranking
20149.66%10.28%Ranked 116 of 189 funds
201311.88%11.2%Ranked 154 of 210 funds
20120.19%0%Ranked 99 of 193 funds
20117.38%8.2%Ranked 73 of 190 funds
20108.21%9.6%Ranked 45 of 189 funds
2009-10.98%-11.3%Ranked 87 of 188 funds
2008-7.63%-8.4%Ranked 108 of 185 funds
200714.33%12.8%Ranked 137 of 181 funds
200613.48%12.5%Ranked 126 of 175 funds
200511.72%10.7%Ranked 112 of 156 funds
200411.86%11.2%Ranked 103 of 152 funds

Data contained in this table as at 30 June 2014

Who runs Mercer Portfolio Service Superannuation Plan?

In the table below, you can find the name of the company that runs Mercer Portfolio Service Superannuation Plan 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 trusteeMercer Superannuation (Australia) Limited
Public offer statusPublic offer
Fund year-end30/06/14
Fund ABN92181844838
Fund wind-up date (if applicable)

Data contained in this table as at 30 June 2014

Mercer Portfolio Service Superannuation Plan fund member profile

  • Mercer Portfolio Service Superannuation Plan has 6,422 members, which ranks it at number 127 largest of 289 funds.
  • Mercer Portfolio Service Superannuation Plan has 4,391 pension members, which ranks it at number 127 largest of 153 funds.

In the table below you can discover how many superannuation accounts that Mercer Portfolio Service Superannuation Plan looks after, the age and gender profile of Mercer Portfolio Service Superannuation Plan fund membership and how that compares across all super funds.

Number of member accountsFund percentageAverage percentage across all funds
Age below age 35
Females*N/A17.2%
Males*N/A20.2%
Age 35-49
Females*N/A15.6%
Males*N/A19.3%
Age 50-59
Females3405.29%7.3%
Males5158.02%9.1%
Age 60-65
Females5578.67%2.6%
Males76711.94%3.4%
Age over 66
Females1,54624.07%2%
Males2,28535.58%2.7%

Data contained in this table as at 30 June 2014

Further information on Mercer Portfolio Service Superannuation Plan

In the table below you can discover further information about Mercer Portfolio Service Superannuation Plan, in particular, the annual statements for the year ended 30 June 2014, which includes operating expenses of the fund, taxes, insurance and super contributions for the year.

Net assets at beginning of period ($’000)1,533,479 (82 largest of 193 funds)
Net assets at end of period ($’000)1,695,513 (84 largest of 193 funds)
Total operating expenses as a percentage of total assets1.12% (average is 0.51%)
Net operating performance after tax ($’000)162,051
Total assets at end of period ($’000)1,698,685
Total liabilities at end of period ($’000)3,172
Employer contributions ($’000)5,060
Personal member contributions ($’000)49,680
Other contributions ($’000)0
Total contributions ($’000)54,740
Contributions tax and surcharge ($’000)968
Inward rollovers ($’000)181,408
Outward rollovers ($’000)98,901
Net rollovers ($’000)82,507
Repatriation to employer sponsor ($’000)0
Lump sum benefit payments ($’000)50,234
Pension benefit payments ($’000)81,708
Total benefit payments ($’000)131,942
Net contribution flows ($’000)5,305
Total foreign exchange gains/losses (realised and unrealised) ($’000)0
Total unrealised gains/losses on investments ($’000)88,275
Total realised gains/losses on investments ($’000)9,418
Total gains/losses on investments ($’000)97,693
Total Investment Income ($’000)169,348
Total investment expenses ($’000)0
Net investment income ($’000)169,348
Total operating expenses ($’000)19,010
Other income + Fees and commissions ($’000)65
Reconciling item ($’000)-17
Net earnings ($’000)150,403
Tax expense on earnings ($’000)-7,522
Net earnings after tax ($’000)157,925

Data contained in this table as at 30 June 2014

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

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