Asset Owner Directory

Australian Retirement Trust

The Australian Retirement Trust was founded on 28 February 2022 following the merger between Sunsuper and QSuper. This merger is currently the largest superannuation fund merger in Australian history.

Country

Australia

AUM

$203

Performance (%, 1YR)

9.60

Chief Executive

David Anderson

Chief Investment Officer

Ian Patrick

Performance Notes

Based on Balanced option

Chair

Andrew Fraser

Asset allocation

Based on Balanced option

25.75% Australian Shares

26.5% International Shares

29.5% Unlisted Assets & Alternatives

16.25% Fixed Income

2% Cash

Website

View the annual report

Global Pension Transparency Benchmark country system description

Asset allocation as of June 30, 2024. All information is as per the most recent annual report or other publicly available data via the fund's website

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