MLC Superannuation Fund

Super Funds GuideThis is a SuperGuide Super Funds Guide profile of MLC Superannuation 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 MLC Superannuation Fund. 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 MLC Superannuation Fund

  • MLC Superannuation Fund 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), MLC Superannuation Fund delivered a rate of return of 11.26%, which ranked it 84 of the 189 funds that provided investment performance data.
  • In terms of net assets, MLC Superannuation Fund ranks 20 out of 193 funds that provided asset data, with net assets (as at 30 June 2014) of approximately $15,779,002,000.
  • In terms of fund members, MLC Superannuation Fund ranks 54 largest of 193 funds, with 87,042 members.
  • MLC Superannuation Fund has 1,919 investment options.

Continue reading to find out more about MLC Superannuation Fund.

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

You can search for other funds here.

How well did MLC Superannuation Fund perform?

In the table below you can discover the investment performance and ranking of MLC Superannuation Fund 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 returnMLC Superannuation Fund returnMLC Superannuation Fund ranking
20149.66%11.26%Ranked 84 of 189 funds
201311.88%14.1%Ranked 77 of 210 funds
20120.19%-0.4%Ranked 119 of 193 funds
20117.38%5.5%Ranked 158 of 190 funds
20108.21%8.9%Ranked 81 of 189 funds
2009-10.98%-12.5%Ranked 121 of 188 funds
2008-7.63%-13.3%Ranked 174 of 185 funds
200714.33%14.2%Ranked 100 of 181 funds
200613.48%13.8%Ranked 87 of 175 funds
200511.72%11.8%Ranked 83 of 156 funds
200411.86%12.2%Ranked 70 of 152 funds

Data contained in this table as at 30 June 2014

Who runs MLC Superannuation Fund?

In the table below, you can find the name of the company that runs MLC Superannuation 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 trusteeNulis Nominees (Australia) Limited
Public offer statusPublic offer
Fund year-end30/06/14
Fund ABN40022701955
Fund wind-up date (if applicable)

Data contained in this table as at 30 June 2014

MLC Superannuation Fund fund member profile

  • MLC Superannuation Fund has 87,042 members, which ranks it at number 54 largest of 289 funds.
  • MLC Superannuation Fund has 32,806 pension members, which ranks it at number 54 largest of 153 funds.

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

Number of member accountsFund percentageAverage percentage across all funds
Age below age 35
Age 35-49
Age 50-59
Age 60-65
Age over 66

Data contained in this table as at 30 June 2014

Further information on MLC Superannuation Fund

In the table below you can discover further information about MLC Superannuation Fund, 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 ($’000)14,599,587 (18 largest of 193 funds)
Net assets at end of period ($’000)15,779,002 (20 largest of 193 funds)
Total operating expenses as a percentage of total assets0.52% (average is 0.51%)
Net operating performance after tax ($’000)1,179,415
Total assets at end of period ($’000)15,793,541
Total liabilities at end of period ($’000)14,539
Employer contributions ($’000)257,077
Personal member contributions ($’000)458,604
Other contributions ($’000)21,395
Total contributions ($’000)737,076
Contributions tax and surcharge ($’000)38,563
Inward rollovers ($’000)1,107,683
Outward rollovers ($’000)1,239,233
Net rollovers ($’000)-131,550
Repatriation to employer sponsor ($’000)0
Lump sum benefit payments ($’000)445,311
Pension benefit payments ($’000)534,655
Total benefit payments ($’000)979,966
Net contribution flows ($’000)-374,440
Total foreign exchange gains/losses (realised and unrealised) ($’000)0
Total unrealised gains/losses on investments ($’000)1,514,326
Total realised gains/losses on investments ($’000)147,267
Total gains/losses on investments ($’000)1,661,593
Total Investment Income ($’000)1,661,593
Total investment expenses ($’000)0
Net investment income ($’000)1,661,593
Total operating expenses ($’000)82,074
Other income + Fees and commissions ($’000)565
Reconciling item ($’000)0
Net earnings ($’000)1,580,084
Tax expense on earnings ($’000)-38,562
Net earnings after tax ($’000)1,618,646

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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