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Fund profiles
| AXA Super Directions for Business |
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Overview:
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AXA's Super Directions for Business is a leading edge Master Trust superannuation solution, suitable for employers with two or more employees. AXA's mix of product, service and administration capability, when coupled with its global experience and expertise, provides a unique offer for employers.
Super Directions gives members the flexibility to tailor their plan to meet their financial and retirement goals. There are 17 investment options to choose from, utilising some of the leading investment managers from around the world.
AXA promotes the education of its members and encourages them to take an active interest in their superannuation. Members of Super Directions for Business are given exclusive access to our member education web site. On this web site members can learn about investment strategies, risk profiling, wealth creation strategies or use some of the interactive calculators to create scenarios that match their circumstances.
With total employer superannuation assets of $3.4 billion, AXA is one of the largest Master Trust providers in Australia. |
| Year of Establishment: |
1999 |
| Value of Funds: |
$1.005 billion |
| Key Features: |
- Choice of Super support for employers and employees
- A FREE clearing house facility for employers
- Innovative employer online solutions for contributions
- A range of well constructed investment options to invest in
- Comprehensive and flexible insurance cover to give employees piece of mind
- A member education program which adds value to employees total employment conditions
- Member online access
- Financial planning properly integrated into the education program
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| Administrator: |
AXA |
| Auditor: |
Deloitte Touche Tohmatsu |
| Custodian: |
State Street |
| Asset Consultant: |
Ipac Asset Management |
| Lawyer: |
AXA |
| INVESTMENT OPTIONS |
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| Multi-manager Secure |
Aims to outperform inflation by 2% |
| Multi-manager Secure Growth |
Aims to outperform inflation by 2.5% |
| Multi-manager Balanced |
Aims to outperform inflation by 3% |
| Multi-manager Growth |
Aims to outperform inflation by 3.5% |
| Multi-manager High Growth |
Aims to outperform inflation by 4% |
| Multi-manager International Equities |
Aims to outperform the MSCI World ex Australia Index |
| Multi-manager Australian Equities |
Aims to outperform the S&P/ASX 300 Accumulation Index |
| Multi-manager International Fixed Interest |
Aims to outperform the Barclays Capital Global Aggregate Bond Index |
| AXA's Wholesale Australian Diversified Property Securities Fund |
Aims to outperform the S&P/ASX Property Trusts Accumulation Index |
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| AXA's Wholesale Australian Fixed Income Fund |
Aims to outperform the UBS Australian Composite Bond (All Maturities) Index |
| AXA Cash |
Aims to outperform the UBS Australian Bank Bill Index |
Investment Performance
(crediting rates) |
Growth Asset Weighting |
Performance to 30 November 2009 |
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|
1yr |
3yr |
5yr |
| Multi-manager Secure |
30% |
6.50% |
-0.20% |
2.50% |
| Multi-manager Secure Growth |
50% |
8.30% |
-2.10% |
2.40% |
| Multi-manager Balanced |
70% |
10.40% |
-3.80% |
2.40% |
| Multi-manager Growth |
85% |
11.70% |
-5.10% |
2.20% |
| Multi-manager High Growth |
99% |
13.10% |
-6.40% |
2.10% |
| Multi-manager International Equities |
100% |
-6.20% |
-11.70% |
-2.80% |
| Multi-manager Australian Equities |
100% |
22.60% |
-1.30% |
6.60% |
| Multi-manager International Fixed Interest |
0% |
13.90% |
4.10% |
3.80% |
| AXA's Wholesale Australian Diversified Property Securities Fund |
100% |
-11.00% |
-20.40% |
-6.90% |
| AXA's Wholesale Australian Fixed Income Fund |
0% |
2.90% |
3.00% |
2.70% |
| AXA Cash |
0% |
2.00% |
2.80% |
3.00% | |
| Insurance Available: |
Death, Death/TPD, Income Protection (benefit period 2 years or to age 65). IP must be purchased with Death or Death/TPD cover. Death and TPD options include nominated sum insured, unit of cover, multiple of salary, % of salary times years to age 65. |
| Extra Benefits: |
Allocated Pension (via AXA), Financial Planning, Financial Seminars, Non-Super Savings Options, Online Account details, Retirement Planning, Employer Services, Continuation options. |
| Communications: |
Annual Employee Reports; Newsletters; Membership, Investment and Insurance Booklets; Publications and Monthly Investment Performance available on website. Members receive aged based educational material with their statements which highlight financial concepts relevant to the stage of their life. |
| Employer Services: |
Online transactions, A Dedicated Advisor, Member Education Program, a designated Superannuation Account Manager. |
| FEES |
| Termination fee |
$79 |
| Asset Administration fee |
Up to 1.53% (Includes FUM commission) |
| Member Fee ($ per week / annum) |
Up to $63.60 p.a. |
| Management Cost - investment fee (% p.a.) |
0.30% to 0.96% per annum depending on the investment option/s |
| Additional Adviser Servicing fee |
Up to 0.40%p.a. |
| Fee Discounts |
The following Asset Administration fee discounts apply for plans above $500K:
| Plan size |
Asset Administration Fee p.a. |
| $500K to $1M |
0.40-0.45 |
| $1M to $2M |
0.65 |
| $2M to $7.5M |
0.70 |
| $7.5M to $12.5M |
0.85 | | |
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