Fund details

Facts and figures

Performance snapshot for the year ended 30 June 2022

In the 15 years to 30 June 2022, and after fees, Equip Super’s Balanced Growth investment option^{^} returned $603 more per year than the average super fund, and $846 more per year than the average retail super fund (for a member with a starting balance of $200,000).

^{^ Source: Chant West (chantwest.com.au) Past performance is not a reliable indicator of future performance. Net returns are compared for a member balance of $200,000 and calculated based on the annualised investment return (after tax and investment fees) over the 15 years to 30 June 2022, and the latest administration fees at August 2022. The retail super category includes balanced options of corporate funds, corporate master trusts and retail master trusts. Important information about the data provided by Chant West can be found below.}

^{Data provided by Chant West © Zenith CW Pty Ltd ABN 20 639 121 403 (Chant West), Authorised Representative of Zenith Investment Partners Pty Ltd ABN 27 103 132 672, AFSL 226872 under AFS Representative Number 1280401 2021. The data provided by Chant West is based on information supplied by third parties and does not contain all the information required to evaluate the nominated service providers, you are responsible for obtaining further information as required. The data provided by Chant West does not constitute financial product advice. However, to the extent that this data is advice it is General Advice (s766B Corporations Act) and Chant West has not taken into account the objectives, financial situation or needs of any specific person who may access or use this data. It is not a specific recommendation to purchase, sell or hold any product(s) and is subject to change at any time without prior notice. Individuals should consider the appropriateness of any advice in light of their own objectives, financial situations or needs and should obtain a copy of and consider any relevant PDS or offer document before making any decision. Data is provided in good faith and is believed to be accurate, however, no representation, warranty or undertaking in relation to the accuracy or completeness of the data is provided. Data provided is subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. Except for any liability which cannot be excluded, Chant West does not accept any liability whether direct or indirect, arising from use of this data. Past performance is not an indication of future performance. Full details regarding Chant West’s research methodology, processes, ratings definitions are available at chantwest.com.au and Chant West’s Financial Services Guide is available at chantwest.com.au/financial-services-guide}