Investment costs - retirement

The costs to manage your investments are paid from investment earnings before they are added to your account.

AustralianSuper's investment management costs cover: 

  • Investment management 
  • Master custodian services 
  • Asset consulting

Management fees paid to investment managers may also include performance fees when their investment returns exceed agreed benchmarks. These benchmarks vary for each manager and there is no guarantee that a manager will earn a performance fee in any given year.

Below are the annual costs for the 12 months to 30 June 2016 for each investment option.

Investment options Management fees
Performance fees Total fees
PreMixed Options
High Growth 0.60% 0.16% 0.76%
Balanced 0.55% 0.11% 0.66%
Socially Aware* 0.57% 0.10% 0.67%
Indexed Diversified
0.12% 0.00% 0.12%
Conservative Balanced
0.48% 0.07% 0.55%
Stable 0.36% 0.03% 0.39%
Capital Guaranteed
0.06% 0.00% 0.06%
DIY Mix
Australian Shares 0.30% 0.01% 0.31%
International Shares 0.45% 0.05% 0.50%
Property 0.62% 0.01% 0.63%
Diversified Fixed Interest
0.39% 0.00% 0.39%
Cash 0.05% 0.00% 0.05%

* Previously known as Sustainable Balanced before 30 May 2016.

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