Vision Super: Performance and fees

Vision Super performance and fees

When joining the fund you'll be placed in the Balanced Growth option initially which is the default MySuper option, however you can switch to another investment option at any time.

Finder Best Balanced Super Fund 2023 Highly commended

Vision Super Balanced Growth

Vision Super Balanced Growth took the third spot among balanced funds, with an annual fee of $393 on a $50,000 balance. The fund has shown consistent performance, returning 8.14% annually over the past 10 years and 6.82% annually over the past 5 years.

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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.)
Vision Super Balanced Growth Industry fund	Last 1 year performance (p.a.) +14.96%	Last 3 year performance (p.a.) +5.23%	Last 5 year performance (p.a.) +7.26%	Last 10 year performance (p.a.) +7.72%	Fees on $50k balance (p.a.) $373	ContinueMore Info Compare
Vision SS - Just Shares Higher risk	Last 1 year performance (p.a.) +24.37%	Last 3 year performance (p.a.) +8.28%	Last 5 year performance (p.a.) +11.22%	Last 10 year performance (p.a.) +10.45%	Fees on $50k balance (p.a.) $293	Continue Compare
Vision SS - Balanced Industry fund	Last 1 year performance (p.a.) +11.18%	Last 3 year performance (p.a.) +4.01%	Last 5 year performance (p.a.) +5.5%	Last 10 year performance (p.a.) +6.46%	Fees on $50k balance (p.a.) $348	Continue Compare
Vision Super - MySuper Balanced Growth Industry fund	Last 1 year performance (p.a.) +14.96%	Last 3 year performance (p.a.) +5.23%	Last 5 year performance (p.a.) +7.26%	Last 10 year performance (p.a.) +7.72%	Fees on $50k balance (p.a.) $373	Continue Compare
Vision SS - Conservative Industry fund	Last 1 year performance (p.a.) +7.32%	Last 3 year performance (p.a.) +3.14%	Last 5 year performance (p.a.) +3.75%	Last 10 year performance (p.a.) +4.66%	Fees on $50k balance (p.a.) $313	Continue Compare
Vision SS - Cash Industry fund	Last 1 year performance (p.a.) +4%	Last 3 year performance (p.a.) +2.7%	Last 5 year performance (p.a.) +1.75%	Last 10 year performance (p.a.) +1.89%	Fees on $50k balance (p.a.) $178	Continue Compare
Vision SS - Balanced Low Cost Industry fund	Last 1 year performance (p.a.) +18.49%	Last 3 year performance (p.a.) +5.4%	Last 5 year performance (p.a.) +6.31%	Last 10 year performance (p.a.) N/A	Fees on $50k balance (p.a.) $218	Continue Compare
Vision SS - Diversified Bonds Industry fund	Last 1 year performance (p.a.) +5.84%	Last 3 year performance (p.a.) -1.84%	Last 5 year performance (p.a.) -0.67%	Last 10 year performance (p.a.) +1.61%	Fees on $50k balance (p.a.) $188	Continue Compare
Vision SS - Growth	Last 1 year performance (p.a.) +17.82%	Last 3 year performance (p.a.) +6.27%	Last 5 year performance (p.a.) +8.71%	Last 10 year performance (p.a.) +8.96%	Fees on $50k balance (p.a.) $393	Continue Compare
Vision SS - International Equities Industry fundHigher risk	Last 1 year performance (p.a.) +25.01%	Last 3 year performance (p.a.) +7.03%	Last 5 year performance (p.a.) +12.21%	Last 10 year performance (p.a.) +11.67%	Fees on $50k balance (p.a.) $308	Continue Compare
Vision SS - Australian Equities Industry fundHigher risk	Last 1 year performance (p.a.) +23.46%	Last 3 year performance (p.a.) +8.48%	Last 5 year performance (p.a.) +9%	Last 10 year performance (p.a.) +8.53%	Fees on $50k balance (p.a.) $278	Continue Compare

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The information in this 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. In limited instances, where data is not available from SuperRatings for a product, the data is provided directly by the superannuation fund.

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

Key features of Vision Super

• Profit-for-members fund. Vision Super is a profit-for-members super fund, meaning all profits go back into the fund (instead of the shareholders).
• 80,000+ members. Vision Super began in 1947 and now has more than 80,000 members.
• Default insurance options. Eligible members will get default insurance cover when joining the fund with no medical exams.
• MySuper product. The Balanced Growth investment option is the default investment option for all members when joining the fund, unless you choose otherwise.
• Pre-mixed investment options. Members can choose between a range of different pre-mixed investment options that each have a different risk level and asset allocation.
• Ethical option. One of the pre-mixed investment options, Sustainable Balanced, invests with a socially responsible focus.

Vision Super investment options

Members can choose between 13 different investment options, including 5 pre-mixed, diversified investment options and 8 single sector options. If you don't make an investment choice, you'll be placed in the Balanced Growth option, which is the default investment product designed to suit most members.

Pre-mixed investment options

• Conservative (Low to Medium risk)
• Balanced (Moderate to High risk)
• Sustainable Balanced (High risk)
• MySuper: Balanced Growth (High risk)
• Growth (High risk)

Sector investment options

If you want more control over super, you can put together your own investment mix using one or more of the following individual sector options.

• Diversified Bonds
• Property
• Infrastructure
• Australian Equities
• International Equities
• Innovation and Disruption
• Just Shares
• Cash

Vision Super default insurance cover

Eligible members will receive the following default insurance cover when joining:

• Death: This cover provides a lump sum payment to your nominated beneficiaries in the event of your death.
• Total and Permanent Disablement (TPD): This cover provides a lump sum payment to you in the event that you become permanently disabled.
• Income Protection: This cover is paid out in the even you can't work and lose your income.

You'll get a default, basic level of cover for the above insurances, however you can apply to increase your level of cover at any time if you think it's the right choice for you. You can also opt out of all insurance cover all together.

How to join Vision Super

You can join online by completing the application form on Vision Super's website. The application form should take you around 10-20 minutes to complete, and you'll need to provide the following bits of information:

• Your full name, date of birth and contact information
• Your Australian residential address
• Your phone number and email address
• Your tax file number (TFN)
• Your chosen investment option (if you want to invest in something other than the Balanced option) and insurance cover
• Details of your existing super fund if you'd like to consolidate your super

Once your application has been completed successfully, you'll receive your membership details by email. You can then give these to your employer so they can start paying your superannuation guarantee payments into your new fund.

Written by

Alison Banney

Editor

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 bio

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