Chant West: Superannuation research and consultancy firm

Founded in 1997, Chant West is one of Australia’s leading independent superannuation and pension fund research firms. Chant West holds a huge amount of up-to-date data on more than 450 funds, including but not limited to fees, funds under management, insurance, asset allocation membership numbers and investment returns.

The database is used for the benefit of financial advisers, organisations, consumers and the super and pension funds themselves. Chant West is also regularly relied on and considered to be a highly-credible source of data in the media, due to the scale and quality of the data it offers.

What products does Chant West provide?

Chant West provides yearly ratings of super and pension funds as well as annual awards. It also publishes regular research into each fund’s ongoing investment returns.

Annual super and pension fund ratings

Chant West conducts comprehensive research in order to rate the funds each year, with each fund receiving a rating from one apple (the lowest) to five apples (the highest). The idea of the apple is that Chant West is “comparing apples with apples”, and is providing a fair and accurate comparison of the market based on its many research points.

The primary areas that Chant West considers when allocating the ratings are investments, member services, fees, insurance and organisational costs. It takes into account the expertise of the investment managers, its investment governance framework, and the structure of the investment options, and investment performance..

Super and pension fund awards

Chant West conducts annual awards for super and pension funds, based on the research it conducts and the rating it allocates. The awards cover 12 categories including Super Fund of the Year, Specialist Fund of the Year and Pension Fund of the Year.

Up to 10 finalists are chosen in each category, and the winners are announced at an awards ceremony and published on Chant West’s site. All of the 450 plus funds that Chant West researches are automatically entered into the awards each year.

Super and pension fund investment returns

Chant West also provides data on the investment returns of the funds it researches. Within each super fund’s different investment options Chant West provides the investment performance over different periods, from the past year to the past 10 years.

Who uses the research by Chant West?

• Financial advisers. Financial advisers use the research provides to help inform their product recommendations and product replacement advice for clients.
• Super funds. Super and pension funds rely on the data to see how they compare to competitors, and how their competitors are performing.
• For consumers. Chant West provides its AppleCheck service as a valuable tool to help Australian consumers compare super funds, to find one that’s right for them. It includes Chant West ratings, fees, investment returns and insurance data and allows consumers to see how their fund is performing compared to others in the market.
• Media. Financial media rely on Chant West data as an accurate, credible source of up-to-date information, and regularly reference its research.

How does finder work with Chant West?

Chant West provides research and data on a selection of Australian super funds to finder, which we then use to help consumers compare their options and make better decisions. When you compare super funds on finder, the fees and performance figures are powered by Chant West.

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Name	Last 1 year performance (p.a.)	Last 3 year performance (p.a.)	Last 5 year performance (p.a.)	Last 10 year performance (p.a.)	Fees on $50k balance (p.a.)
Australian Ethical Super Australian Shares Green CompanyEthicalHigher risk	Last 1 year performance (p.a.) +11.04%	Last 3 year performance (p.a.) +2.22%	Last 5 year performance (p.a.) +8.9%	Last 10 year performance (p.a.) +10.38%	Fees on $50k balance (p.a.) $778	Go to siteMore Info Compare
Aware Super High Growth Industry fundHigher risk	Last 1 year performance (p.a.) +10.29%	Last 3 year performance (p.a.) +6.3%	Last 5 year performance (p.a.) +8.08%	Last 10 year performance (p.a.) +8.71%	Fees on $50k balance (p.a.) $497	Go to siteMore Info Compare
Australian Retirement Trust - Growth Industry fundHigher risk	Last 1 year performance (p.a.) +10.61%	Last 3 year performance (p.a.) +8.35%	Last 5 year performance (p.a.) +8.88%	Last 10 year performance (p.a.) +9.22%	Fees on $50k balance (p.a.) $542	Go to siteMore Info Compare
Virgin Money Super - LifeStage Tracker LifestageHigher risk	Last 1 year performance (p.a.) +11.76%	Last 3 year performance (p.a.) +6.48%	Last 5 year performance (p.a.) +7.5%	Last 10 year performance (p.a.) N/A	Fees on $50k balance (p.a.) $346	Go to siteMore Info Compare
Australian Ethical Super Growth Green CompanyEthicalHigher risk	Last 1 year performance (p.a.) +7.25%	Last 3 year performance (p.a.) +4.73%	Last 5 year performance (p.a.) +6.55%	Last 10 year performance (p.a.) +7.68%	Fees on $50k balance (p.a.) $733	Go to siteMore Info Compare
HESTA Balanced Growth Industry fund	Last 1 year performance (p.a.) +8.13%	Last 3 year performance (p.a.) +6.19%	Last 5 year performance (p.a.) +6.93%	Last 10 year performance (p.a.) +7.58%	Fees on $50k balance (p.a.) $477	Go to siteMore Info Compare
Equip MySuper Industry fund	Last 1 year performance (p.a.) +8.76%	Last 3 year performance (p.a.) +5.38%	Last 5 year performance (p.a.) +6.26%	Last 10 year performance (p.a.) +7.16%	Fees on $50k balance (p.a.) $467	Go to site Compare
UniSuper - Balanced Industry fund	Last 1 year performance (p.a.) +7.66%	Last 3 year performance (p.a.) +5.09%	Last 5 year performance (p.a.) +6.68%	Last 10 year performance (p.a.) +7.81%	Fees on $50k balance (p.a.) $351	Go to siteMore Info Compare
Australian Retirement Trust - International Shares Index (unhedged) Finder AwardIndustry fundIndexed investmentHigher risk	Last 1 year performance (p.a.) +18.15%	Last 3 year performance (p.a.) +10.32%	Last 5 year performance (p.a.) +10.9%	Last 10 year performance (p.a.) +11.96%	Fees on $50k balance (p.a.) $187	Go to siteMore Info Compare
Australian Ethical Super Balanced Green CompanyEthical	Last 1 year performance (p.a.) +6.19%	Last 3 year performance (p.a.) +3.55%	Last 5 year performance (p.a.) +5.87%	Last 10 year performance (p.a.) +7%	Fees on $50k balance (p.a.) $603	Go to siteMore Info Compare
Spaceship - GrowthX Higher risk	Last 1 year performance (p.a.) +18.87%	Last 3 year performance (p.a.) +4.85%	Last 5 year performance (p.a.) +9.03%	Last 10 year performance (p.a.) N/A	Fees on $50k balance (p.a.) $503	Go to siteMore Info Compare
HESTA High Growth Industry fundHigher risk	Last 1 year performance (p.a.) +11.27%	Last 3 year performance (p.a.) +8.12%	Last 5 year performance (p.a.) +9.05%	Last 10 year performance (p.a.) +9.04%	Fees on $50k balance (p.a.) $557	Go to siteMore Info Compare
UniSuper - Conservative Balanced Industry fund	Last 1 year performance (p.a.) +4.47%	Last 3 year performance (p.a.) +4.5%	Last 5 year performance (p.a.) +4.4%	Last 10 year performance (p.a.) +5.74%	Fees on $50k balance (p.a.) $366	Go to siteMore Info Compare
Australian Retirement Trust - Australian Shares Industry fundHigher risk	Last 1 year performance (p.a.) +10.22%	Last 3 year performance (p.a.) +7.78%	Last 5 year performance (p.a.) +8.29%	Last 10 year performance (p.a.) +8.07%	Fees on $50k balance (p.a.) $347	Go to siteMore Info Compare
Spaceship - Global Index Indexed investmentHigher risk	Last 1 year performance (p.a.) +16.61%	Last 3 year performance (p.a.) +9.08%	Last 5 year performance (p.a.) +9.33%	Last 10 year performance (p.a.) N/A		Go to siteMore Info Compare
UniSuper - Growth Industry fundHigher risk	Last 1 year performance (p.a.) +10.28%	Last 3 year performance (p.a.) +5.35%	Last 5 year performance (p.a.) +7.67%	Last 10 year performance (p.a.) +8.62%	Fees on $50k balance (p.a.) $426	Go to siteMore Info Compare

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Unless indicated otherwise, the information in the table is based on data provided by SuperRatings Pty Limited ABN 95 100 192 283, a Corporate Authorised Representative (CAR No.1309956) of Lonsec Research Pty Ltd ABN 11 151 658 561, Australian Financial Services Licence No. 421445.

*Past performance data and fee data is for the period ending Apr 2024

© Chant West Pty Limited (ABN 75 077 595 316) 2012. The data provided by Chant West is based on information supplied by third parties. While such information is believed to be accurate, Chant West does not accept responsibility for any inaccuracy in such information. Past performance is not a reliable indicator of future performance. Any ratings that form part of the data provided by Chant West are subjective ratings only.

The data provided by Chant West does not contain all of the information that is required in order to evaluate the nominated service providers, and you are responsible for obtaining such further information.

The data provided by Chant West does not constitute financial product advice. However to the extent that this data may be considered to be general financial product advice, Chant West warns that: (a) Chant West has not considered any individual person’s objectives, financial situation or particular needs; (b) individuals need to consider whether the advice is appropriate in light of their goals, objectives and current situation; and (c) individuals should obtain a product disclosure statement from the relevant fund provider before making any decision about whether to acquire a financial product from that fund provider. A Financial Services Guide has been made available by Chant West through its website at www.chantwest.com.au/financial-services-guide.

Written by

Alison Banney

Alison Banney is the money editorial manager at Finder. She covers all areas of personal finance, and her areas of expertise are superannuation, banking and saving. She has written about finance for 10 years, having previously worked at Westpac and written for several other major banks and super funds. See full profile

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