InTech Survey of Pooled Superannuation Funds
Name of Organisation
InTech Asset Consulting Pty Ltd
345 George Street
SYDNEY NSW 2000
Switchboard: (02) 9290 1121
Facsimile: (02) 9290 1550
Products and Services
Name/Title of Product
InTech Survey of Pooled Superannuation Funds.
Publication $300.00 pa mailed (faxed $600.00).
About these statistics and to purchase these statistics
Mr Ron Lawton
Telephone: (02) 9290 1121
An investment performance survey of diversified pooled superannuation funds offered by institutional fund managers.
Purpose of Data
A performance survey to monitor the performance of pooled superannuation funds offered by institutional fund managers.
Corporate market-linked and capital stable pooled funds.
Superannuation Data Items
Net (after tax and fees) rates of returns over the following periods - one month, 3 months, 1 year to 10 years inclusive. Size of investment pool of each fund, total funds under management, tax status of fund as well as risk and return charts for a 3 year period. A performance commentary for the month is also included.
Collected by InTech from the participating fund managers.
Method of Collection
Standardised monthly forms.
Released on the 13th day following the month end.
Data in publication goes back 10 years.
Confidentiality and Availability
No confidentiality restrictions apply.
Customised research is also available, through negotiation.