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 2015. APRA will be releasing 2016 data in early 2017.

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 2015 financial year (1 July 2014 to 30 June 2015), Mercer Portfolio Service Superannuation Plan delivered a rate of return of 7.20%, which ranked it 118 of the 193 funds that provided investment performance data.
  • In terms of total assets, Mercer Portfolio Service Superannuation Plan ranks 84 out of 196 funds that provided asset data, with total assets (as at 30 June 2015) of approximately $1,852,000.
  • In terms of fund members, Mercer Portfolio Service Superannuation Plan ranks 128 largest of 198 funds, with 6,478 members.
  • 42% of Mercer Portfolio Service Superannuation Plan‘s members are female (the 88 most of 171 funds), and 58% are male (the 87 most of 185 funds).
  • The average member account balance for Mercer Portfolio Service Superannuation Plan is $285,000.
  • Mercer Portfolio Service Superannuation Plan had a growth in the number of member accounts in the 2015 financial year of 1%, which is the 54 largest growth (of 196 funds).
  • Mercer Portfolio Service Superannuation Plan has 397 investment options, N/A MySuper products authorised, and 0% of it’s total assets are invested in a default or MySuper strategy.

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

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

You can search for other super 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 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 Mercer Portfolio Service Superannuation Plan one year to 30 June

YearAverage returnMercer Portfolio Service Superannuation Plan returnMercer Portfolio Service Superannuation Plan ranking
20157.04%7.20%%Ranked 118 of 193 funds
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 2015

Mercer Portfolio Service Superannuation Plan fund member profile

  • Mercer Portfolio Service Superannuation Plan has 6,478 members, which ranks it at number largest of 289 funds.
  • Mercer Portfolio Service Superannuation Plan has pension members, which ranks it at number 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 of Mercer Portfolio Service Superannuation Plan fund membership and how that compares across all super funds.

Mercer Portfolio Service Superannuation Plan 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
Females1833%14%
Males1302%20%
Age 50-59
Females3295%8%
Males5048%12%
Age 60-64
Females3986%3%
Males5458%5%
Age over 65
Females1,77827%7%
Males2,56140%8%

In the table below the member balances for Mercer Portfolio Service Superannuation Plan members, and how that compares across all super funds.

Mercer Portfolio Service Superannuation Plan member profile (account balances)

Number of member accountsFund percentageAverage percentage across all funds
Below $1,000881%22%
$1,000 to $24,9994617%33%
$25,000 to $49,9995839%11%
$50,000 to $99,9991,07717%13%
$100,000 to $199,9991,45222%12%
$200,000 to $499,9991,84528%11%
$500,000 to $999,99975212%5%
$1m plus2203%3%

Data contained in these tables as at 30 June 2015

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’s RSE licenseeMercer Superannuation (Australia) Limited
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
ABN92181844838
Investment expenses ratio0.00% (average is 0.19%)
Operating expenses ratio0.90% (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