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

Top1000funds.com related articles

Featured Story

Operational excellence as critical as asset allocation for success

Asset allocation is often nominated as the most important element in long-term investment performance. But the Fiduciary Investor s Symposium at Stanford University heard that no investment strategy or process can operate in a vacuum – it can’t happen effectively without operational excellence.

SIMON HOYLESeptember 29, 2023

Governance

Global search begins for CEO of $166b Australian Retirement Trust

Recruitment firm Egon Zehnder has been appointed to do a global search for the next CEO of the Australian Retirement Trust following the resignation of Bernard Reilly two years after the pension fund’s formation by the merger of Sunsuper and QSuper.

Aleks VickovichSeptember 13, 2023

FIS Singapore 2023

Eyes on SE Asia, divergent views on China among global funds

Australia’s second-largest superannuation fund, the A$240 billion Australian Retirement Trust, will likely “do more, not less” investing in China, said the fund’s head of strategy, following significant internal debate over geopolitical developments and how they will impact the portfolio.

Ben HurleyMarch 29, 2023

Investor Profile

QSuper and Sunsuper merge to form new institutional giant

The long awaited merger between the two Australian super funds, QSuper and Sunsuper, came into force on February 28, creating Australia’s second largest super fund. The newly formed A$220 billion Australian Retirement Trust is aiming to double its size by the end of the decade, according to CEO Bernard Reilly.

Glenda KorporaalMarch 7, 2022

View more articles

Asset Owner Directory

Fund Name	Country	AUM ($B)	Articles	More Info
California State Teachers Retirement System (CalSTRS)	United States	$302	118	View Info
Canada Pension Plan Investment Board (CPP Investments)	Canada	$431	75	View Info
San Francisco Employees’ Retirement System (SFERS)	United States	$35	3	View Info