Asset Owner Directory

Australian Retirement Trust

Australian Retirement Trust is the super fund formed through the merger of Sunsuper and QSuper on 28 February 2022. It is one of Australia’s largest funds, proud to take care of over $200 billion in retirement savings for more than two million members.

Country

Australia

AUM ($B)

$220

Chief Executive

Bernard Reilly

Chief Investment Officer

Ian Patrick

Chair

Don Luke

Asset allocation

Website

Global Pension Transparency Benchmark country system description

Asset allocation as of February 28, 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

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

Investor Profile

Sunsuper shrugs off private market froth

Sunsuper investment chief, Ian Patrick, is buying unlisted assets despite record prices that are set to climb even higher as super funds scramble for yield.

Elizabeth FryJanuary 10, 2020

Uncategorised posts

On the geopolitical horizon

It’s impossible for asset owners to predict the year’s geopolitical upsets. Diversification will be the key to a resilient portfolio.

Dan PurvesMarch 2, 2017

Uncategorised posts

Why investors employ smart beta strategies

The common view is smart beta is used to side step expensive active equity managers or hedge fund managers whose processes are on the surface opaque, but on close investigation turn out to be largely beta like in approach. As investors have gained experience and familiarity they have also learnt about how it offers greater […]

David RowleyJuly 31, 2015

Investor Profile

Why Sunsuper likes hedge funds

One of Australia’s largest superannuation funds, the $27 billion Sunsuper, is adamant that it gets value out of its large hedge fund program. This is against the grain in Australia, where many large funds (with the exception of the Future Fund) choosing not to invest in hedge funds. So why does Sunsuper favour hedge funds? […]

David RowleyAugust 20, 2014

Investor Profile

Capital provider: Australia’s Sunsuper

The $26 billion Australian super fund, Sunsuper, is investing in an increasing amount of exclusive unlisted asset deals. Chief investment officer David Hartley says the difficulties of banks in Europe in particular have led the fund down the path of increasing the amount of debt investments in its unlisted exposure. Much of this has been […]

David RowleyJune 4, 2014

View more articles

Asset Owner Directory

Fund Name	Country	AUM ($B)	Articles	More Info
Local Pensions Partnership	United Kingdom	$24	7	View Info
British Columbia Investment Management Corporation (BCI)	Canada	$161	12	View Info
Church of England Pension Board	United Kingdom	$4	7	View Info