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Annuities

How do Annuities work?

Annuities are products that are purchased from providers such as super funds and insurance companies with a lump sum. Annuities pay out a monthly, quarterly, half yearly or yearly cash flow and the payment can be increased each year by a fixed percentage or indexed to inflation depending on the type of annuity you purchase. Sometimes annuity payments vary depending on the performance of the underlying assets.

As at {{ popupSelectedModel.returnDate \| date:'dd MMM yyyy' }}	1 yr.	2 yr.	3 yr.	4 yr.	SI* p.a
{{ popupSelectedModel.name }}	{{ popupSelectedModel.stats.returns.adjReturn1Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn2Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn3Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn4Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.returnInception \| percentage:2:100:'N/A' }}
Avg of {{ popupSelectedModel.benchmark.peers.peerCount }} Peers	{{ popupSelectedModel.benchmark.peers.returns.return1Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.benchmark.peers.returns.return2Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.benchmark.peers.returns.return3Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.benchmark.peers.returns.return4Year \| percentage:2:1:'N/A' }}	N/A
Excess to Peers	{{ popupSelectedModel.stats.returns.adjReturn1Year && popupSelectedModel.benchmark.peers.returns.return1Year ? popupSelectedModel.stats.returns.adjReturn1Year - popupSelectedModel.benchmark.peers.returns.return1Year : null \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn2Year && popupSelectedModel.benchmark.peers.returns.return2Year ? popupSelectedModel.stats.returns.adjReturn2Year - popupSelectedModel.benchmark.peers.returns.return2Year : null \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn3Year && popupSelectedModel.benchmark.peers.returns.return3Year ? popupSelectedModel.stats.returns.adjReturn3Year - popupSelectedModel.benchmark.peers.returns.return3Year : null \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn4Year && popupSelectedModel.benchmark.peers.returns.return4Year ? popupSelectedModel.stats.returns.adjReturn4Year - popupSelectedModel.benchmark.peers.returns.return4Year : null \| percentage:2:1:'N/A' }}	N/A

Amount invested	Our management fees
$0 to $100,000	0.55% p.a.
$100,000+	$550 p.a. capped fees