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Retirement

Morningstar Q3 superannuation survey

We explore 404 super options in our third quarter report. 


In this quarter's Morningstar Superannuation Survey, we looked at 404 options (including MySuper and Choice options, excluding Transition to Retirement options) across our superannuation multisector Morningstar Categories. We traversed the profit-for-member and for-profit landscapes. The Superannuation Survey focuses on fund performance, total fees (including investment and administration), and net assets.

Each quarter in 2023, a Super Survey Supplement will also be released. The supplement will provide additional insight into the superannuation industry and covers an array of topics. This quarter, we took a closer look at UniSuper and AustralianSuper when it comes to the trend of internalizing their investment management capabilities.

You can access the full report here



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