Asset Owner Directory

Australian Retirement Trust

The Australian Retirement Trust was founded on 28 February 2022 following the merger between Sunsuper and QSuper. This merger is currently the largest superannuation fund merger in Australian history.

Country

Australia

AUM ($B, AS AT DATE OF ASSET ALLOCATION)

$159

Performance (%, 1YR)

-0.9

Chief Executive

Bernard Reilly

Chief Investment Officer

Ian Patrick

Chair

Andrew Fraser

Asset allocation

26.5% Australian Shares

27% International Shares

6.5% Private Equity

8.5% Property

9.5% Infrastructure

12.5% Fixed Interest

5.5% Alternative Strategies

4% Cash

Website

View the annual report

Global Pension Transparency Benchmark country system description

Asset allocation as of June 30, 2022. All information is as per the most recent annual report or other publicly available data via the fund's website

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