We offer 12 actively managed and 7 index investments that are available inside both our accumulation and income accounts. We also offer a MySuper compliant investment option (Lifecycle Investment Strategy) that is exclusive to our accumulation accounts.
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Estimated investment fees and indirect costs
Estimated investment fees are our best estimates based on recent experience and our current long-term expectations. The Indirect cost ratio is calculated using actual costs and reasonable estimates of actual costs incurred. It’s important to note that actual investment fees and indirect costs can vary each financial year.
Index (passively managed) options:
Sunsuper offers 7 index investments that are able to be mixed to suit any life stage.
The index investments are lower in cost than the actively managed investments.
Investment option
Base fee
Performance-related fee
Indirect Cost Ratio
Balanced - Index
0.06% p.a
0.00%
0.19% p.a.
Australian Shares - Index
0.09% p.a.
0.00%
0.01% p.a.
International Shares - Index (hedged)
0.09% p.a.
0.00%
0.00% p.a.
International Shares - Index (unhedged)
0.09% p.a.
0.00%
0.00% p.a.
Emerging Markets Shares
0.13% p.a.
0.00%
0.01% p.a.
Australian Property - Index
0.06% p.a.
0.00%
0.06% p.a.
Diversified Bonds - Index
0.06% p.a.
0.00%
0.14% p.a.
Diversified Alternatives
Actively managed long term investment with high concentrated exposure to alternative assets such as infrastructure, private equity and hedge funds.
Investment option
Base fee
Performance-related fee
Indirect Cost Ratio
Diversified Alternatives
0.28% p.a
0.07% p.a.
1.76% p.a.
Growth, Balanced, Retirement, and Conservative:
Have exposure to alternative assets that help reduce market volatility experienced by the traditional asset classes of shares, property, fixed interest, and cash.
Active investment options that have multiple underlying investment managers; providing diversification across investment managers and reducing the risk of exposure to any one investment manager or style.
Investment option
Base fee
Performance-related fee
Indirect Cost Ratio
Growth
0.27% p.a.
0.04% p.a.
0.58% p.a.
Balanced
0.27% p.a.
0.04% p.a.
0.56% p.a.
Retirement
0.26% p.a.
0.04% p.a.
0.50% p.a.
Conservative
0.25% p.a.
0.04% p.a.
0.38% p.a.
Lifecycle Investment Strategy (Not available for Income accounts)
Designed to generate wealth over the long term, and will gradually transition to lower-risk investments as the account holder approaches age 65.
Have exposure to alternative assets that help reduce market volatility experienced by the traditional asset classes of shares, property, fixed interest, and cash.
Investment option
Base fee
Performance-related fee
Indirect Cost Ratio
Lifecycle Investment Strategy
0.26% p.a.
0.04% p.a.
0.55% p.a.
Capital Guaranteed:
Designed to provide full security of capital, and achieve modest returns over the medium to long term.
Investment option
Base fee
Performance-related fee
Indirect Cost Ratio
Capital Guaranteed
0.09% p.a.
0.00%
0.27% p.a.
Socially Conscious Balanced:
This option seeks to invest with managers that are identified leaders in their responsible approach to environmental, social and ethical considerations, labour standards and governance.
Managers are required to avoid companies operating within sectors with recognised high negative social impact, which means the option will avoid exposure to companies with material exposure to the production or manufacture of alcohol, armaments, gambling, pornography, tobacco and nuclear power (including uranium). Material exposure is considered to be where a company derives more than 10% of its total revenue from these industries. The option will also avoid exposure to companies that derive more than 20% of revenues from the exploitation of thermal coal or oil sands.
Certified by the Responsible Investments Association Australia (RIAA).
Investment option
Base fee
Performance-related fee
Indirect Cost Ratio
Socially Conscious Balanced
0.06% p.a.
0.00%
1.05% p.a.
Single Asset Class, Actively Managed Investment Options:
Active investment options that have multiple underlying investment managers; providing diversification across investment managers and reducing the risk of exposure to any one investment manager or style.