In a bid to improve the level of information available to the industry, Super Review is currently collecting data on superannuation funds and we need the help of fund executives to ensure it is as accurate as possible.
Response rates have already been excellent, but we want to ensure that the data received is both comprehensive and up to date. With that in mind, it would be greatly appreciated if funds could respond to the following questions and email the data to our research consultant at:
Super Review is a totally independent publication, not aligned to any particular ratings house. Therefore, the material ultimately published will be consistent with that provided by the funds themselves and not measured against particular methodologies or criteria.
In advance, thankyou for your assistance with this valuable project.
SURVEY QUESTIONS
Fund Name:
Year Fund Established:
Number of members:
Funds Under Management:
Type of Benefit:
Administrator:
Insurer:
Investments:
Number of investment options:
Returns (specific portfolios) 1 year, 3 years, 5 years,10 years
Growth:
Balanced:
Property:
Capital Stable:
Cash:
Are there any special matters relating to investment portfolios and options that should be documented:
Other service: (Such as provision of financial advice)
