This is a SuperGuide Super Funds Guide profile of AON Master Trust, 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 AON Master Trust. The data contained in this profile is sourced from the superannuation regulator, (APRA), and refers to data as at 30 June 2017. APRA will be releasing 2018 data in early 2019.
Snapshot of AON Master Trust
AON Master Trust is a Public offer Retail fund (you can find out about the main types of super funds by clicking here).
For the 2017 financial year (1 July 2016 to 30 June 2017), AON Master Trust delivered a one-year rate of return of 9.60%, which was above the average across all funds of 7.01%, which ranked it 39 of the 164 funds that provided investment performance data. Compared to all funds, AON Master Trust was above the average for the five-year period to 2017, and above the average for the ten-year period to 2017.
In terms of total assets, AON Master Trust ranks 64 out of 170 funds that provided asset data, with total assets (as at 30 June 2017) of approximately $3,286 million.
In terms of fund members, AON Master Trust ranks 55 largest of 170 funds, with 83,904 members.
40% of AON Master Trust‘s members are female (compared to an average of 46% across all funds), and 60% are male (compared to an average of 54% across all funds).
The average member account balance for AON Master Trust is $38,000.
AON Master Trust has 59 investment options, 1 MySuper products authorised, and 39% of it’s total assets are invested in a default or MySuper strategy.
Continue reading to find out more about AON Master Trust.
- How well did AON Master Trust perform?
- AON Master Trust fund member profile
- Who runs AON Master Trust?
Note: N/A means this information is not available.
How well did AON Master Trust perform?
In the table below you can discover the investment performance and ranking of AON Master Trust for 1 years, 5 years and 10 years performance to 2017.
Note: The rate of return (ROR) represents the net earnings on superannuation assets and measures the combined earnings of a superannuation fund’s assets across all its products and investment options.
Rate of return for AON Master Trust 1 year, 5 years and 10 years, to 30 June
| Year | Average return | AON Master Trust return | AON Master Trust ranking |
|---|---|---|---|
| 1 year (2017) | 7.01% | 9.60% | Ranked 39 of 164 funds |
| 5 years (2013-2017) | 7.86% | 9.60% | Ranked 36 of 157 funds |
| 10 years (2008-2017) | 3.52% | 3.70% | Ranked 67 of 142 funds |
Data contained in this table as at 30 June 2017
AON Master Trust fund member profile
AON Master Trust has 83,904 members, which ranks it at number 55 largest of 170 funds. AON Master Trust had a growth in the number of member accounts in the 2017 financial year of 80%, which is the 4 largest growth (of 166 funds that provided this information).
In the table below you can discover how many superannuation accounts that AON Master Trust looks after, the age and gender of AON Master Trust fund membership and how that compares across all super funds.
AON Master Trust member profile (age and gender)
| Number of member accounts | Fund percentage | Average percentage across all funds | |
|---|---|---|---|
| Age below age 25 | |||
| Females | 1,246 | 1% | 5% |
| Males | 1,516 | 2% | 5% |
| Age 25-34 | |||
| Females | 7,101 | 8% | 11% |
| Males | 8,717 | 10% | 13% |
| Age 35-44 | |||
| Females | 10,495 | 13% | 11% |
| Males | 14,794 | 18% | 13% |
| Age 45-49 | |||
| Females | 5,159 | 6% | 5% |
| Males | 7,900 | 9% | 6% |
| Age 50-54 | |||
| Females | 4,094 | 5% | 4% |
| Males | 6,855 | 8% | 5% |
| Age 55-59 | |||
| Females | 2,987 | 4% | 4% |
| Males | 5,547 | 7% | 4% |
| Age 60-64 | |||
| Females | 1,590 | 2% | 3% |
| Males | 3,278 | 4% | 3% |
| Age 65-69 | |||
| Females | 581 | 1% | 1.6% |
| Males | 1,346 | 2% | 2% |
| Age 70-74 | |||
| Females | 177 | 0% | 0.9% |
| Males | 355 | 0% | 1.1% |
| Age 75-84 | |||
| Females | N/A | N/A | 0.5% |
| Males | N/A | N/A | 0.6% |
| Age over 85 | |||
| Females | N/A | N/A | 0.1% |
| Males | N/A | N/A | 0.1% |
In the table below the member balances for AON Master Trust members, and how that compares across all super funds.
AON Master Trust member profile (account balances)
| Number of member accounts | Fund percentage | Average percentage across all funds | |
|---|---|---|---|
| Below $1,000 | 41,945 | 50% | 28% |
| $1,000 to $24,999 | 18,272 | 22% | 36% |
| $25,000 to $49,999 | 7,205 | 9% | 10% |
| $50,000 to $99,999 | 7,498 | 9% | 11% |
| $100,000 to $199,999 | 5,370 | 6% | 8% |
| $200,000 to $499,999 | 2,915 | 3% | 5% |
| $500,000 to $999,999 | 569 | 1% | 1% |
| $1m plus | 130 | 0% | Less than 1%% |
Data contained in these tables as at 30 June 2017
Who runs AON Master Trust?
In the table below, you can find the name of the company that runs AON Master Trust 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 licensee | AON Superannuation Pty Limited |
| Public offer status | Public offer |
| Fund type | Retail |
| RSE Membership base | General base |
| RSE licensee ownership type | Financial services corporation ownership |
| RSE licensee profit status | For profit status |
| RSE licensee board structure | Non equal representation |
| RSE licensee balance date | 30/6/17 |
| ABN | 68964712340 |
| Investment expenses ratio | 0.10% (average is 0.19%) |
| Operating expenses ratio | 1.10% (average is 1.22%) |
Data contained in this table as at 30 June 2017
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 2018 data in early 2019.
Please see APRA Disclaimer, Important notice, Explanatory notes and Glossary