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Virgin Money Super Performance

To build a solid retirement, you’ll need a strong performing super fund. We've made it easy for you to compare our returns against the median from both industry and retail funds.

Super is a long term investment and it’s important to note individual performance may be different from overall performance for two reasons:

  1. The unit price changes daily, so investment performance depends on the day you've invested.
  2. The timing of any additional contributions or withdrawals will impact your overall performance.

It’s always a good idea to check your individual super fund’s long-term performance, on a periodic basis, to make sure your super fund is delivering on your expectations.

LifeStage Tracker® Investment Mix by Age

Want to know how Virgin Money Super is performing based on your life stage? See our LifeStage Tracker investment option by selecting the Path that's relevant to you.

Please note, Virgin Money Super LifeStage Tracker is a brand new product, so its performance history is not available yet. Check back in a month or so, so you can see how we’re performing.

If you’d like to review our old product performance please click here.

 
37 or below
38-42
43-47
48-52
53-57
58-62
63-67
68 and above
Born after 1978
 
Investment Funds FYD 1 month 3 months
Virgin Money Super LifeStage Tracker Born after 19784  N/A N/A N/A
Industry Fund Median5  N/A N/A N/A
Retail Fund Median5  N/A N/A N/A
Please note that past investment performance is not a reliable way to measure future performance.
 
Born 1974 - 1978
 
Investment Funds FYD 1 month 3 months
Virgin Money Super LifeStage Tracker Born 1974 - 19784   N/A N/A N/A
Industry Fund Median5  N/A N/A N/A
Retail Fund Median5  N/A N/A N/A
Please note that past investment performance is not a reliable way to measure future performance.
 
Born 1969 - 1973
 
Investment Funds FYD 1 month 3 months
Virgin Money Super LifeStage Tracker Born 1969 - 19734 N/A N/A N/A
Industry Fund Median5  N/A N/A N/A
Retail Fund Median5  N/A N/A N/A
Please note that past investment performance is not a reliable way to measure future performance.
 
Born 1964 - 1968
 
Investment Funds FYD 1 month 3 months
Virgin Money Super LifeStage Tracker Born 1964 - 19684 N/A N/A N/A
Industry Fund Median5  N/A N/A N/A
Retail Fund Median5  N/A N/A N/A
Please note that past investment performance is not a reliable way to measure future performance.
 
Born 1959 - 1963
 
Investment Funds FYD 1 month 3 months
Virgin Money Super LifeStage Tracker Born 1959 - 19634   N/A N/A N/A
Industry Fund Median5  N/A N/A N/A
Retail Fund Median5  N/A N/A N/A
Please note that past investment performance is not a reliable way to measure future performance.
 
Born 1954 - 1958
 
Investment Funds FYD 1 month 3 months
Virgin Money Super LifeStage Tracker Born 1954 - 19584  N/A N/A N/A
Industry Fund Median5  N/A N/A N/A
Retail Fund Median5  N/A N/A N/A
Please note that past investment performance is not a reliable way to measure future performance.
 
Born 1949 - 1953
 
Investment Funds FYD 1 month 3 months
Virgin Money Super LifeStage Tracker Born 1949 - 19534  N/A N/A N/A
Industry Fund Median5  N/A N/A N/A
Retail Fund Median5  N/A N/A N/A
Please note that past investment performance is not a reliable way to measure future performance.
 
Born before 1949
 
Investment Funds FYD 1 month 3 months
Virgin Money Super LifeStage Tracker Born before 19494  N/A N/A N/A
Industry Fund Median5  N/A N/A N/A
Retail Fund Median5  N/A N/A N/A
Please note that past investment performance is not a reliable way to measure future performance.
 

LifeStage Tracker Product Dashboard

Our product dashboard helps new and existing members easily compare and make informed decisions about their super investment options.

Download the MySuper dashboard for important information about the return, risk, and investment mix of the Virgin Money Super LifeStage Tracker options.

Choice Investment Options

Please note, because Virgin Money Super is a brand new product, our performance history is not available yet. Check back in a month or so to see how we’re performing.

If you’d like to review our old product performance, please click here.

 
Indexed
Australian
Shares
Australian
Listed
Property
Cash
Option
Indexed
Diversified
Shares
Indexed
International
Shares
Enhanced
Indexed
Growth
Enhanced
Indexed
Conservative
Growth
Investment Funds FYD 1 month 3 months
Indexed Australian Shares N/A N/A N/A
Industry Fund Meridan5  N/A N/A N/A
Retail Fund Meridan5  N/A N/A N/A
Please note that the past investment performance of a fund is not a reliable way to measure future performance.
 
Investment Funds FYD 1 month 3 months
Australian Listed Property N/A N/A N/A
Industry Fund Meridan5  N/A N/A N/A
Retail Fund Meridan5  N/A N/A N/A
Please note that the past investment performance of a fund is not a reliable way to measure future performance.
 
Investment Funds FYD 1 month 3 months
Cash Option N/A N/A N/A
Industry Fund Meridan5  N/A N/A N/A
Retail Fund Meridan5  N/A N/A N/A
Please note that the past investment performance of a fund is not a reliable way to measure future performance.
 
Investment Funds FYD 1 month 3 months
Indexed Diversified Shares N/A N/A N/A
Industry Fund Meridan5  N/A N/A N/A
Retail Fund Meridan5  N/A N/A N/A
Please note that the past investment performance of a fund is not a reliable way to measure future performance.
 
Investment Funds FYD 1 month 3 months
Indexed International Shares N/A N/A N/A
Industry Fund Meridan5  N/A N/A N/A
Retail Fund Meridan5  N/A N/A N/A
Please note that the past investment performance of a fund is not a reliable way to measure future performance.
 
Investment Funds FYD 1 month 3 months
Enhanced Indexed Growth N/A N/A N/A
Industry Fund Meridan5  N/A N/A N/A
Retail Fund Meridan5  N/A N/A N/A
Please note that the past investment performance of a fund is not a reliable way to measure future performance.
 
Investment Funds FYD 1 month 3 months
Enhanced Indexed Conservative Growth N/A N/A N/A
Industry Fund Meridan5  N/A N/A N/A
Retail Fund Meridan5  N/A N/A N/A
Please note that the past investment performance of a fund is not a reliable way to measure future performance.
 

For more about the Virgin Money Super Investment Options check out the Investment section.

For more detailed information, please read the Virgin Money Super Product Disclosure Statement and Product Guide.

Unit Pricing

If you want information about unit pricing, we have daily unit pricing information on all of our investment options. It’s available within the Investments section of your online account. You can also call the Customer Care team on 1300 652 770.

 
 

Important stuff

The information above is intended as a guide only. If you are unsure about who you need to make contributions for we suggest you contact the ATO.

As an employer, it's important you fully understand your superannuation obligations as failure to meet these minimum requirements could mean financial penalties from the Government.

QuickSuper is a registered trademark and a product owned and operated by Westpac Banking Corporation ABN 33 007 457 141. Westpac’s terms and conditions applicable to the QuickSuper service are available after your eligibility for the free clearing house service is assessed by Virgin Money Super.

This information is of a general nature only and does not take into account your personal financial situation, needs or objectives. As we don't know your financial needs we can’t advise if Virgin Money Super will suit you. Please consider the Product Disclosure Statement, Product Guide, Insurance Guide and Financial Services Guide before making a decision about the product. For further information about the insurance options refer to the Insurance Guide.

The Superannuation Fees described on the Fees page apply from 12 December 2016. Here you'll find the official Superannuation Industry (Supervision) Act 1993 ('SIS Act') definition for each fee type.

While there are no contribution, withdrawal or switching fees, a buy/sell spread applies at a fund level when purchasing and selling units. Other fees and costs may apply such as insurance fees. These are retained by the fund and are not paid to Virgin Money or the Trustee. All fees are inclusive of Goods and Services Tax (GST) and net of Reduced Input Tax Credits (RITC).

Before you rollover or consolidate your superannuation, you should check to see if insurance or other benefits will be impacted or lost. Some funds may also charge withdrawal or exit fees.

It is very important to note that superannuation is generally a long term investment. Past investment performance is not a reliable indicator of future performance and should never be the sole factor considered when selecting a fund. It is very important to note that superannuation is a generally long term investment and that past performance is not indicative of future performance.

Prepared by Virgin Money Financial Services Pty Ltd ABN 51 113 285 395 AFSL 286869. Virgin Money Super is a plan in the Mercer Super Trust ABN 19 905 422 981. Virgin Money Super is issued by Mercer Superannuation (Australia) Limited (MSAL) ABN 79 004 717 533 AFSL 235906 as trustee of the Mercer Super Trust. For more information about Virgin Money Super, please refer to the PDS which is available free of charge on our website or by calling the Customer Care team on 1300 652 770.

Source: https://www.ato.gov.au/About-ATO/Research-and-statistics/In-detail/Super-statistics/Super-accounts-data/Super-accounts-data-overview/

SuperRatings award reflects a funds' value for money, and is awarded based on a rating system of investment, fees and service. SuperRatings does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria.

The amount shown is an estimate only of the Indirect Cost Ratio (ICR) generally expected to apply to these investments for 2016-2017 Financial Year.

Virgin Money Super’s fund returns shown above are net earnings and are calculated after the deduction of applicable taxes and costs. The results are current as at 30 June 2016. These results are provided by Virgin Money Super Asset consultants. It is very important to note that past performance is not indicative of future performance.

The median results are provided by SuperRatings and are current as at 30 June 2016 as a benchmark only. Virgin Money Super has not verified its accuracy so we can’t guarantee that it is correct, and accept no liability for inaccuracies, errors or omissions.

Eligibility crtieria and fees apply. Aged 15-64 Death and Total and Permanent Disablity cover. Automatic Insurance cover is subject to Exclusions including Pre-Existing Medical Condition exclusion. This means that, you won’t be covered for any illness, injury, condition or related symptom that you were aware of or should have been aware of, or had a medical consultation for, were planning to have a medical consultation for, or should have had a medical consultation for in the two years prior to cover commencement. See the Virgin Money Super Insurance Guide for more information.

Automatic Death & TPD cover for Australian residents aged 15-64 with our default insurance offering. Conditions and Exclusions (such as pre-existing medical conditions) apply. See the Virgin Money Super Insurance Guide for more information.

The case studies shown are hypothetical and are not meant to illustrate the circumstances of any particular individual. All claims will be assessed in accordance with the policy terms. In the event of any inconsistency with other material, the insurance policy terms will prevail.
For further information regarding Virgin Money Super’s insurance cover, including terms, conditions and eligibility, please refer to the Insurance Guide which forms part of the Product Disclosure Statement (PDS). The PDS is also available free of charge by contacting Customer Services on 1300 652 770.
This information is of a general nature and has been prepared without taking account of your personal needs, financial circumstances or objectives. Before acting on this information, you should consider the appropriateness of the information, having regard to your needs, financial circumstances and objectives. You should read the relevant Product Disclosure Statement available by calling 1300 652 770 and consider if this product is right for you before making a decision to acquire or continue to hold the product.