Retirement Portfolio Service - ANZ Smart Choice Super - My Super

MySuper FundLifecycle StrategyOption: ANZ Smart Choice 1940S

1-Year Return

N/A

3-Year Return

6.82%

5-Year Return

N/A

10-Year Return

N/A

Annual Fees (50k)

$0.00

Volatility (10yr)

5.01%

Fund Details

RSE Name

Retirement Portfolio Service

RSE ABN

61808189263

Option Type

Multi Manager

Option Category

Multi Sector

Lifecycle Strategy

Lifecycle7

Performance Over Time

Fee Breakdown (50k)

Volatility (10yr)

Compare With Similar Funds

These charts compare Retirement Portfolio Service - ANZ Smart Choice Super - My Super with other funds of the same type (MySuper).

Performance Comparison

Annual Fees Comparison

Volatility Comparison

Compare with Similar Funds

AI‑Generated Insights

  • Retirement Portfolio Service - ANZ Smart Choice Super - My Super's 3‑year return of NaN% is slightly below the peer average of 0.00%.
  • Its annual fees of $0.00 are higher than the category average of $0.00, which may impact net returns over time.
  • The fund's volatility of 5.01% is above the peer average of 3.45%, suggesting a higher‑risk return pattern.
  • This option is part of a lifecycle strategy, meaning its investment mix automatically adjusts as members age — typically reducing risk over time.

Investor Suitability

  • This fund may suit conservative investors seeking stable long‑term returns with lower volatility.
  • As a lifecycle option, this fund automatically reduces risk as members age, making it suitable for set‑and‑forget investors.

Strengths & Weaknesses

Strengths

  • Lifecycle strategy automatically adjusts risk over time, reducing the need for active management.

Weaknesses

  • Below‑average 3‑year performance: NaN% vs 0.00% peer average.
  • Higher annual fees ($0.00) than the category average ($0.00).
  • Higher volatility (10‑yr std dev 5.01%) than peers (3.45%).

Fund Score

Performance

1/40

Fee Efficiency

25/25

Risk

14/20

Risk‑Adjusted Return

0/20

Consistency

12/15

43/100

Overall Fund Score

Peer Ranking

Retirement Portfolio Service - ANZ Smart Choice Super - My Super ranks #3 out of 6 comparable MySuper funds.

Percentile: 67th percentile

Bronze Badge

Based on overall fund score

Top Peers

  • 1. Australian Catholic Superannuation and Retirement Fund - LifetimeOne 49/100
  • 2. Australian Catholic Superannuation and Retirement Fund - LifetimeOne 49/100
  • 3. Retirement Portfolio Service - ANZ Smart Choice Super - My Super 43/100
  • 4. Christian Super - MySuper 43/100
  • 5. HESTA - HESTA MySuper 42/100

Risk‑Adjusted Peer Ranking

Based on risk‑adjusted return (Sharpe‑style), Retirement Portfolio Service - ANZ Smart Choice Super - My Super ranks #1 out of 6 comparable MySuper funds.

Percentile: 100th percentile

Gold Badge

Based on risk‑adjusted return score

Top Risk‑Adjusted Peers

  • 1. Retirement Portfolio Service - ANZ Smart Choice Super - My Super 0/20
  • 2. Christian Super - MySuper 0/20
  • 3. HESTA - HESTA MySuper 0/20
  • 4. CONSTRUCTION AND BUILDING UNIONS SUPERANNUATION FUND - Growth (MySuper) 0/20
  • 5. Australian Catholic Superannuation and Retirement Fund - LifetimeOne 0/20