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.

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Country

Australia

AUM ($B, AS AT DATE OF ASSET ALLOCATION)

$203

Performance (%, 1YR)

9.6

Chief Executive

David Anderson

Chief Investment Officer

Ian Patrick

Chair

Andrew Fraser

Asset allocation

25.75% Australian Shares

26.5% International Shares

29.5% Unlisted Assets & Alternatives

16.25% Fixed Income

2% Cash

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