Morningstar's Super Fund Ratings

About the Webinar

Australia’s $4 trillion superannuation sector is evolving rapidly, with consolidation, regulation, and shifting investment strategies reshaping the landscape. Join us as we unveil the outcomes of our inaugural Superannuation Fund Ratings review, offering a comprehensive view of how the industry’s leading funds are positioned today and where they are heading.

In this session, we’ll cover:

• The 2026 super landscape: fund consolidation, flows, asset allocation trends, Your Future Your Super performance test results and regulatory priorities.
• A walkthrough of our ratings framework and methodology.
• Key findings from the first tranche of our super fund reviews including a summary of Medalist ratings awarded to the strategies under coverage.
• An exploration of key themes such as insourcing, trends, offshoring, and unlisted asset capacity.
• Positive attributes across Morningstar's Parent, People, and Process pillars among leading funds.
• What to expect from the second tranche later this year.

Please be sure to submit any questions you may have so that our analysts may cover any pressing issues in the session.