This 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 2016. APRA will be releasing 2017 data in early 2018.
Snapshot of Mercer Portfolio Service Superannuation Plan
Mercer Portfolio Service Superannuation Plan is a Public offer Retail fund (you can find out the 5 types of super funds by clicking here).
For the 2016 financial year (1 July 2015 to 30 June 2016), Mercer Portfolio Service Superannuation Plan delivered a one-year rate of return of 1.70%, which was below the average across all funds of 1.83%, which ranked it 108 of the 178 funds that provided investment performance data. Compared to all funds, Mercer Portfolio Service Superannuation Plan was below the average for the five-year period to 2016, and below the average for the ten-year period to 2016.
In terms of total assets, Mercer Portfolio Service Superannuation Plan ranks 82 out of 183 funds that provided asset data, with total assets (as at 30 June 2016) of approximately $1,924 million.
In terms of fund members, Mercer Portfolio Service Superannuation Plan ranks 121 largest of 183 funds, with 6,642 members.
42% of Mercer Portfolio Service Superannuation Plan‘s members are female (compared to an average of 46% across all funds), and 58% are male (compared to an average of 54% across all funds).
The average member account balance for Mercer Portfolio Service Superannuation Plan is $289,000, (compared to the average of $101,000 across all funds).
Mercer Portfolio Service Superannuation Plan has 421 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.
- How well did Mercer Portfolio Service Superannuation Plan perform?
- Mercer Portfolio Service Superannuation Plan fund member profile
- Who runs Mercer Portfolio Service Superannuation Plan?
Note: N/A 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 and ranking of Mercer Portfolio Service Superannuation Plan for 1 years, 5 years and 10 years performance to 2016.
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.
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 1 year, 5 years and 10 years, to 30 June
| Year | Average return | Mercer Portfolio Service Superannuation Plan return | Mercer Portfolio Service Superannuation Plan ranking |
|---|---|---|---|
| 1 year (2016) | 1.83% | 1.70% | Ranked 108 of 178 funds |
| 5 years (2012-2016) | 6.49% | 6.00% | Ranked 120 of 166 funds |
| 10 years (2007-2016) | 4.10% | 3.80% | Ranked 98 of 156 funds |
Data contained in this table as at 30 June 2016
Mercer Portfolio Service Superannuation Plan fund member profile
Mercer Portfolio Service Superannuation Plan has 6,642 members, which ranks it at number 121 largest of 183 funds. Mercer Portfolio Service Superannuation Plan had a growth in the number of member accounts in the 2016 financial year of 3%, which is the 35 largest growth (of 180 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 accounts | Fund percentage | Average percentage across all funds | |
|---|---|---|---|
| Age below age 25 | |||
| Females | N/A | N/A | 5% |
| Males | N/A | N/A | 5% |
| Age 25-34 | |||
| Females | N/A | N/A | 11% |
| Males | N/A | N/A | 13% |
| Age 35-44 | |||
| Females | 52 | 1% | 11% |
| Males | 32 | 0% | 13% |
| Age 45-49 | |||
| Females | 94 | 1% | 5% |
| Males | 74 | 1% | 6% |
| Age 50-54 | |||
| Females | 128 | 2% | 4% |
| Males | 175 | 3% | 5% |
| Age 55-59 | |||
| Females | 215 | 3% | 4% |
| Males | 328 | 5% | 4% |
| Age 60-64 | |||
| Females | 411 | 6% | 3% |
| Males | 546 | 8% | 3% |
| Age 65-69 | |||
| Females | 605 | 9% | 1.6% |
| Males | 832 | 13% | 1% |
| Age 70-74 | |||
| Females | 700 | 11% | 0.8% |
| Males | 871 | 13% | 1% |
| Age 75-84 | |||
| Females | 551 | 8% | 0.5% |
| Males | 946 | 14% | 0.6% |
| Age over 85 | |||
| Females | N/A | N/A | 0.1% |
| Males | 55 | 1% | 0.1% |
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 accounts | Fund percentage | Average percentage across all funds | |
|---|---|---|---|
| Below $1,000 | 122 | 2% | 29% |
| $1,000 to $24,999 | 457 | 7% | 38% |
| $25,000 to $49,999 | 583 | 9% | 10% |
| $50,000 to $99,999 | 1,035 | 16% | 10% |
| $100,000 to $199,999 | 1,423 | 21% | 7% |
| $200,000 to $499,999 | 1,882 | 28% | 4% |
| $500,000 to $999,999 | 873 | 13% | 1% |
| $1m plus | 267 | 4% | 0.5% |
Data contained in these tables as at 30 June 2016
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 licensee | Mercer Superannuation (Australia) 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 | 30/6/16 |
| ABN | 92181844838 |
| Investment expenses ratio | 0.00% (average is 0.18%) |
| Operating expenses ratio | 0.80% (average is 1.14%) |
Data contained in this table as at 30 June 2016
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 2017 data in early 2018.
Please see APRA Disclaimer, Important notice, Explanatory notes and Glossary
