This is a SuperGuide Super Funds Guide profile of Perpetual Super Wrap, 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 Perpetual Super Wrap. 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 Perpetual Super Wrap
Perpetual Super Wrap 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), Perpetual Super Wrap delivered a one-year rate of return of 9.10%, which was above the average across all funds of 7.01%, which ranked it 54 of the 164 funds that provided investment performance data. Compared to all funds, Perpetual Super Wrap was N/A the average for the five-year period to 2017, and N/A the average for the ten-year period to 2017.
In terms of total assets, Perpetual Super Wrap ranks 97 out of 170 funds that provided asset data, with total assets (as at 30 June 2017) of approximately $1,282 million.
In terms of fund members, Perpetual Super Wrap ranks 154 largest of 170 funds, with 1,207 members.
48% of Perpetual Super Wrap‘s members are female (compared to an average of 46% across all funds), and 52% are male (compared to an average of 54% across all funds).
The average member account balance for Perpetual Super Wrap is $1,061,000.
Perpetual Super Wrap has 440 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 Perpetual Super Wrap.
- How well did Perpetual Super Wrap perform?
- Perpetual Super Wrap fund member profile
- Who runs Perpetual Super Wrap?
Note: N/A means this information is not available.
How well did Perpetual Super Wrap perform?
In the table below you can discover the investment performance and ranking of Perpetual Super Wrap 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 Perpetual Super Wrap 1 year, 5 years and 10 years, to 30 June
| Year | Average return | Perpetual Super Wrap return | Perpetual Super Wrap ranking |
|---|---|---|---|
| 1 year (2017) | 7.01% | 9.10% | Ranked 54 of 164 funds |
| 5 years (2013-2017) | 7.86% | 6.30% | Ranked N/A of 157 funds |
| 10 years (2008-2017) | 3.52% | N/A | Ranked N/A of 142 funds |
Data contained in this table as at 30 June 2017
Perpetual Super Wrap fund member profile
Perpetual Super Wrap has 1,207 members, which ranks it at number 154 largest of 170 funds. Perpetual Super Wrap had a growth in the number of member accounts in the 2017 financial year of 25%, which is the 15 largest growth (of 166 funds that provided this information).
In the table below you can discover how many superannuation accounts that Perpetual Super Wrap looks after, the age and gender of Perpetual Super Wrap fund membership and how that compares across all super funds.
Perpetual Super Wrap member profile (age and gender)
| Number of member accounts | Fund percentage | Average percentage across all funds | |
|---|---|---|---|
| Age below age 25 | |||
| Females | 47 | 4% | 5% |
| Males | 73 | 6% | 5% |
| Age 25-34 | |||
| Females | 36 | N/A | 11% |
| Males | 59 | N/A | 13% |
| Age 35-44 | |||
| Females | 52 | 4% | 11% |
| Males | 66 | 5% | 13% |
| Age 45-49 | |||
| Females | N/A | N/A | 5% |
| Males | N/A | N/A | 6% |
| Age 50-54 | |||
| Females | 35 | N/A | 4% |
| Males | 48 | 4% | 5% |
| Age 55-59 | |||
| Females | 56 | 5% | 4% |
| Males | 56 | 5% | 4% |
| Age 60-64 | |||
| Females | 88 | 7% | 3% |
| Males | 86 | 7% | 3% |
| Age 65-69 | |||
| Females | 103 | 9% | 1.6% |
| Males | 99 | 8% | 2% |
| Age 70-74 | |||
| Females | 57 | 5% | 0.9% |
| Males | 57 | 5% | 1.1% |
| Age 75-84 | |||
| Females | 54 | 4% | 0.5% |
| Males | 40 | 3% | 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 Perpetual Super Wrap members, and how that compares across all super funds.
Perpetual Super Wrap member profile (account balances)
| Number of member accounts | Fund percentage | Average percentage across all funds | |
|---|---|---|---|
| Below $1,000 | 32 | 3% | 28% |
| $1,000 to $24,999 | 72 | 6% | 36% |
| $25,000 to $49,999 | 30 | 2% | 10% |
| $50,000 to $99,999 | 57 | 5% | 11% |
| $100,000 to $199,999 | 111 | 9% | 8% |
| $200,000 to $499,999 | 307 | 25% | 5% |
| $500,000 to $999,999 | 288 | 24% | 1% |
| $1m plus | 310 | 26% | Less than 1%% |
Data contained in these tables as at 30 June 2017
Who runs Perpetual Super Wrap?
In the table below, you can find the name of the company that runs Perpetual Super Wrap 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 | Perpetual Superannuation 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 | 22897174641 |
| Investment expenses ratio | 0.00% (average is 0.19%) |
| Operating expenses ratio | 1.00% (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