Mercer Portfolio Service Superannuation Plan

Mercer Portfolio Service Superannuation Plan   Super GuideThis is a SuperGuide Super Funds Guide profile of Mercer Portfolio Service Superannuation Plan, including information about investment performance, performance ranking, asset allocation, 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, the Australian Prudential Regulation Authority.

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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 2013 financial year (1 July 2012 to 30 June 2013), Mercer Portfolio Service Superannuation Plan delivered a rate of return of 11.2%, which ranked it 154 of the 210 funds that provided investment performance data.
  • In terms of net assets, Mercer Portfolio Service Superannuation Plan ranks 80 out of 287 funds, with net assets (as at 30 June 2013) of approximately $1533479000.
  • In terms of fund members, Mercer Portfolio Service Superannuation Plan ranks 126 largest of 271 funds, with 6484 members.
  • Mercer Portfolio Service Superannuation Plan has 294 investment options.

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

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

How well did Mercer Portfolio Service Superannuation Plan perform?

In the table below you can discover the investment performance of Mercer Portfolio Service Superannuation Plan over a 10-year period, a 5-year period, and the specific annual rate of return for each year from 2004 through to 2013.

The table also provides the ranking of Mercer Portfolio Service Superannuation Plan for each of these timeframes across all super funds. For general information on the top 25 performers over these same 5-year and 10-year periods see SuperGuide article Top 25 performing super funds over long term.

Average annual rate of return over 10 years
2004 – 2013 5.3% Ranked 95 of 153 funds
Average annual rate of return over 5 years
2009 – 2013 3.2% Ranked 93 of 187 funds
Rate of return for one year to 30 June
2013 11.2% Ranked 154 of 210 funds
2012 0% Ranked 99 of 193 funds
2011 8.2% Ranked 73 of 190 funds
2010 9.6% Ranked 45 of 189 funds
2009 -11.3% Ranked 87 of 188 funds
2008 -8.4% Ranked 108 of 185 funds
2007 12.8% Ranked 137 of 181 funds
2006 12.5% Ranked 126 of 175 funds
2005 10.7% Ranked 112 of 156 funds
2004 11.2% Ranked 103 of 152 funds

Where did Mercer Portfolio Service Superannuation Plan invest its members’ super money?

In the table below you can discover the asset allocation for the default investment option for Mercer Portfolio Service Superannuation Plan. The table explains what percentage of fund assets are in the 8 different asset categories, and how that allocation compares to the average allocation across all super funds.

Asset class Fund percentage All funds average percentage
Australian equities 16.2% 25.5%
International equities 18.3% 17.4%
Listed property 7% 3.3%
Unlisted property 0% 4.3%
Australian Fixed Interest 12.5% 14.3%
International Fixed Interest 7.5% 4.7%
Cash 23.5% 21.4%
Other 15% 9.1%

Mercer Portfolio Service Superannuation Plan offers its members 294 investment options.

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 trustee Mercer Superannuation (Australia) Limited
Public offer status Public offer
Benefit structure Accumulation
Fund year-end 41455
Fund ABN 92181844838
Fund wind-up date (if applicable)

Mercer Portfolio Service Superannuation Plan fund member profile

  • Mercer Portfolio Service Superannuation Plan has 6484 members, which ranks it at number 126 largest of 289 funds.
  • Mercer Portfolio Service Superannuation Plan has 4251 pension members, which ranks it at number 38 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 accounts Fund percentage Average percentage across all funds
Age below age 35
Females * N/A% 18%
Males * N/A% 21%
Age 35-49
Females * N/A% 15%
Males * N/A% 19%
Age 50-59
Females 347 5.35% 7%
Males 557 8.59% 8%
Age 60-65
Females 604 9.32% 2%
Males 810 12.49% 3%
Age over 66
Females 1436 22.15% 2%
Males 2212 34.11% 2%

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 2012, which includes operating expenses of the fund, taxes, insurance and super contributions for the year.

Net assets at beginning of period ($’000) 1425625 (79 largest of 287 funds)
Net assets at end of period ($’000) 1533479 (80 largest of 287 funds)
Net operating performance after tax ($’000) 107854
Total assets at end of period ($’000) 1538547
Total liabilities at end of period ($’000) 5068
Employer contributions ($’000) 5104
Personal member contributions ($’000) 40980
Other contributions ($’000) 1476
Total contributions ($’000) 47560
Contributions tax and surcharge ($’000) 842
Inward rollovers ($’000) 140024
Outward rollovers ($’000) 128086
Net rollovers ($’000) 11938
Repatriation to employer sponsor ($’000) 0
Lump sum benefit payments ($’000) 39917
Pension benefit payments ($’000) 68141
Total benefit payments ($’000) 108058
Net contribution flows ($’000) -48560
Total proceeds on insurance policies ($’000) 0
Net cost of member benefit insurance ($’000) 231
Insurance policy proceeds – net cost of insurance ($’000) -231
Interest ($’000) 2973
Dividends ($’000) 14
Rent ($’000) 0
Trust Distributions ($’000) 93603
Doubtful debts/bad debt expense ($’000) 0
Investment income/dist after doubtful debt expense 96590
Other investment income ($’000) 3091
Investment income/dist after doubtful debt expense + Other investment income ($’000) 99681
Total foreign exchange gains/losses (realised and unrealised) ($’000) 0
Total unrealised gains/losses on investments ($’000) 68341
Total realised gains/losses on investments ($’000) 6356
Total gains/losses on investments ($’000) 74697
Total Investment Income ($’000) 174378
Investment management fees ($’000) 0
Custodian fees ($’000) 11118
Property maintenance costs ($’000) 0
Asset consultant fees ($’000) 0
Other investment expenses ($’000) 0
Total investment expenses ($’000) 11118
Net investment income ($’000) 163260
Interest expense ($’000) 0
Management fees ($’000) 4042
Administration fees ($’000) 0
Actuary fees ($’000) 0
Director/trustee fees and expenses ($’000) 0
Total fees paid to audit firm ($’000) 0
Other operating expenses ($’000) 2892
Total operating expenses ($’000) 6934
Other income ($’000) 119
Fees and commissions ($’000) 0
Other income + Fees and commissions ($’000) 119
Reconciling item ($’000) 0
Net earnings ($’000) 156445
Tax expense on earnings ($’000) -1042
Net earnings after tax ($’000) 157487
Cash flow adjusted net assets ($’000) 1400808

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