Australian Retirement Trust

Overview

Australian Retirement Trust (ART) is an Australian superannuation fund headquartered in Brisbane, Queensland. Established through the merger of QSuper and Sunsuper in 2022, ART has become Australia's second-largest superannuation fund, managing over A$300 billion in retirement savings for 2.4 million members. The fund offers a diverse range of investment options, including High Growth, Balanced, and Conservative strategies, catering to various risk profiles and investment goals. ART has demonstrated strong performance, with its High Growth option returning 8.79% per annum over the past 10 years to 31 March 2025, outperforming the industry median across multiple timeframes. The fund's investment portfolio is diversified across asset classes such as Australian and international shares, unlisted assets like infrastructure and property, and fixed income securities. ART is committed to sustainable investing, having implemented a policy to exclude companies generating more than 10% of their revenue from thermal coal mining and sales, aligning with its goal to achieve net-zero greenhouse gas emissions across its portfolio by 2050. The fund's strategic asset allocation is regularly reviewed to adapt to evolving market conditions, ensuring optimal returns for its members. ART's leadership team includes Chairman Andrew Fraser and CEO David Anderson, who oversee the fund's operations and strategic direction. The fund's investment decisions are guided by a team of qualified professionals, ensuring that members' retirement savings are managed effectively and responsibly.

Investment Focus

• Preferred contact method: Phone
• Investment focus: Sustainable and diversified portfolios
• Geographical focus: Primarily Australia, with international investments in select markets
• Asset class focus: Fixed Income, Infrastructure, Private Equity, Real Estate, Venture Capital
• Stages: Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
• Industries: Financial Services, Renewable Energy, Infrastructure, Real Estate, Technology, Healthcare, Consumer Goods, Telecommunications, Utilities, Materials, Energy, Consumer Services, Industrials, Basic Materials, Consumer Discretionary

Portfolio Companies