The Top Quartile Superannuation Trust provides a selection of investment strategies offered by some of the world's leading fund managers in an easy to administer and economical package. Any superannuation fund can invest in the sector specialist or diversified investments on offer and access sophisticated investment processes with very low minimum investment levels and a great deal of flexibility.
The Investment Committee has appointed a professional asset consultant to provide additional advice and together they monitor the performance of investment products and services including potential investments that are under consideration. The Trustee selects, monitors and adjusts asset allocations, and terminates investment managers based on the recommendations of the Investment Committee.
Top Quartile Superannuation Trust Benefits
- Access to the Best Fund Managers: The Top Quartile Superannuation Trust gives members access to many of Australia's best fund managers with an overall performance consistently above normal market returns.
- Continually Monitored: The fund manager selection is reviewed quarterly by the Investment Committee, monthly by the Trustee, and monthly by the Financial Synergy Administration Investment Committee. Better performing managers are regularly selected and, just as importantly, poorer performing managers are replaced.
- Lower Risk: As the assets in each 'multi-manager' investment pool are spread over several managers, investment risk and the variation of returns are reduced, without reducing the returns to average. Research has shown that the overall volatility of a well balanced, diversified portfolio is less than the 'weighted average' of the volatility level of the individual investments that make up the overall portfolio.
- Switch between Investments at No Cost: You can change your investment mix each month at no cost. We make it easy and cost effective to react to changes in market conditions and fund manager performance.
- Quality Administration: Financial Synergy has over 25 years experience in administering superannuation products, and our in-house software developers wrote Australia's leading superannuation software, Acurity. The combination of Financial Synergy Administration services and expertise with quality software ensures that client administration needs are met in an efficient and cost effective manner.
- Regular Reporting: All investors in the Top Quartile Superannuation Trust receive quarterly investment updates and other regular communications to keep up to date with the latest developments and investment performance results.
Solutions
Investment Management
