Australian Retirement Trust - QSuper Lifetime

MySuper FundLifecycle StrategyOption: Aspire 1 Group

1-Year Return

N/A

3-Year Return

N/A

5-Year Return

N/A

10-Year Return

N/A

Annual Fees (50k)

$0.00

Volatility (10yr)

5.61%

Fund Details

RSE Name

Australian Retirement Trust

RSE ABN

60905115063

Option Type

Multi Manager

Option Category

Multi Sector

Lifecycle Strategy

Lifecycle — 9

Performance Over Time

Fee Breakdown (50k)

Volatility (10yr)

Compare With Similar Funds

These charts compare Australian Retirement Trust - QSuper Lifetime with other funds of the same type (MySuper).

Performance Comparison

Annual Fees Comparison

Volatility Comparison

Compare with Similar Funds

AI‑Generated Insights

  • •Australian Retirement Trust - QSuper Lifetime'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 5.61% 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 5.61%) than peers (3.45%).

Fund Score

Performance

0/40

Fee Efficiency

25/25

Risk

13/20

Risk‑Adjusted Return

0/20

Consistency

15/15

44/100

Overall Fund Score

Peer Ranking

Australian Retirement Trust - QSuper Lifetime 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. Australian Retirement Trust - QSuper Lifetime — 44/100
  • 4. Christian Super - MySuper — 43/100
  • 5. HESTA - HESTA MySuper — 42/100

Risk‑Adjusted Peer Ranking

Based on risk‑adjusted return (Sharpe‑style), Australian Retirement Trust - QSuper Lifetime ranks #1 out of 6 comparable MySuper funds.

Percentile: 100th percentile

Gold Badge

Based on risk‑adjusted return score

Top Risk‑Adjusted Peers

  • 1. Australian Retirement Trust - QSuper Lifetime — 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