Your super fund’s performance has a big impact on how long your money will last in retirement. So, how do you know if your fund is a great performer?
How to compare super funds
- Look for good performance over a five- or 10-year period rather than exceptional performance for just a year or so. Super is a long-term investment.
- Be sure to factor in fees when you’re checking performance figures – but remember that low-fee funds may not perform as well and may offer less in the way of products and services.
So, the trick is to find a fund with good returns and low fees – plus the benefits you need.
A gold-rated pension – five years in a row
This year, SuperRatings™ awarded Tasplan Pension its fifth consecutive gold rating. This ratings recognises Tasplan Pension as ‘good value for money’ pension.
We delivered strong investment results over the year to 31 December 2017. The Balanced option outperformed the median over allassessed time periods, with top quartile performance recorded over 10 years and a ‘Leading’trend maintained.
Plus, over the past year, Tasplan’s has reduced some of its fees. We offer a range of excellent benefits and services for members at a very low cost – our member administration fees are lower than those of most retail funds.
Clearly, you can have confidence that you’re with a quality fund for your pension.
A five-star quality rating
Tasplan also received a five-star quality rating for 2016 from independent assessor, the Heron Partnership.
Scoring five out of five stars indicates a score of 80 or more out of 100. This score is awarded to a fund that is ‘outstanding’ – that is, ‘an outstanding product with a great depth of features and hence flexibility’.