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Plum's performance ratings & awards

It’s great to see that doing the right thing has paid off. We’re proud to receive the following awards and ratings for Plum Super Fund products in recognition of our strong position in the superannuation and wealth market.

View the latest Plum performance update

 

10th Annual Super Fund of the Year Awards

Winner - Advice Offering

 


10th Annual Super Fund of the Year Awards

Finalist - Choice Insurance Offering

Finalist - Service Quality

Finalist - Retirement Offering of the Year

 

 


Super Rating logo
Super Ratings Platinum 2024 MySuper logo
Super Ratings Platinum 2024 MyChoice Super logo
Super Ratings Platinum 2024 Pension logo

SuperRatings

2024
Platinum

Plum Super –  MySuper

Plum Super

Plum Personal Plan

Plum Retirement Income

2023
Platinum

Plum Super (Corporate) – MyChoice, MySuper

Plum Personal Plan – MySuper

7-Year Platinum Performance 2017 - 2024 logo
7-Year Platinum Performance 2017 – 2024

Plum Personal Plan

Plum Retirement Income

10-Year Platinum Performance 2014 - 2024 logo
10-Year Platinum Performance 2014 – 2024

Plum Super – MySuper

5-Year Platinum Performance 2009 - 2024 logo
15-Year Platinum Performance 2009 – 2024

Plum Super

 


Chant West Ratings

Super 2024 – 5 Apples: Highest Quality Fund

Plum Superannuation – Corporate

Plum Superannuation – Personal

Super 2023 – 5 Apples: Highest Quality Fund

Plum Superannuation – Corporate

Plum Superannuation – Personal

 


The Heron Partnership Quality Star Ratings

2024
Heron quality star rating 2024 logo
5 Heron Quality Stars - Corporate Products

Plum Super – Corporate Division

5 Heron Quality Stars - Retail Products

Plum Super – Personal Division

Heron top 10 investment features 2024 logo
Top 10 Corporate Products – Insurance Features

Plum Super – Corporate Division

Heron top 10 investment features 2024 logo
Top 10 Corporate or Retail Products – Investment Features

Plum Super – Corporate Division

Plum Super – Personal Division

2023
Heron quality star rating 2023 logo
5 Heron Quality Stars - Corporate Products

Plum Super – Corporate Division

5 Heron Quality Stars - Retail Products

Plum Super – Personal Division

Heron top 10 investment features 2023 logo
Top 10 Corporate Products – Insurance Features

Plum Super – Corporate Division

Heron top 10 investment features 2023 logo
Top 10 Corporate or Retail Products – Investment Features

Plum Super – Corporate Division

Plum Super – Personal Division

 


The CX Awards 2021 (Customer Experience)

Finalist – CX Team of the Year: MLC Member Engagement Marketing Team

 


The rating is issued by SuperRatings Pty Ltd ABN 95 100 192 283 AFSL 311880 (SuperRatings). Ratings are general advice only and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and SuperRatings assumes no obligation to update. SuperRatings use proprietary criteria to determine awards and ratings and may receive a fee for the use of its ratings and awards. Visit superratings.com.au for ratings information. © 2023 SuperRatings. All rights reserved.

The Heron Partnership (Heron) ratings are based on analysis of information such as product disclosure statements provided by third parties, as well as general market knowledge. Such information is considered to be accurate at the time a particular product is rated by Heron. However, Heron gives no guarantee or warranty and makes no representation as to the accuracy or correctness of any third-party information and accepts no responsibility for any inaccuracy or incompleteness in the third-party information provided to it. Heron makes no guarantee or warranty in relation to the investment component or rate of return of any product that it rates. The Heron ratings have been produced without taking into account an individual’s financial needs, circumstances and objectives. To the extent that the Heron ratings may constitute financial product advice, they are general financial product advice only, and any person should, before acting on such advice, assess the appropriateness of the advice having regard to their own financial situation and consult a licensed financial adviser before making any changes to their financial affairs. The reference to Heron and the inclusion of the Heron ratings logo has been authorised by Heron. The Heron ratings logo is a trademark of Heron. For details about The Heron Partnership’s ratings methodology refer to www.heronpartners.com.au.

The Zenith CW Pty Ltd ABN 20 639 121 403 AFSL 226872/AFS Rep No. 1280401 Chant West rating (assigned February 2024) is limited to General Advice only and has been prepared without considering your objectives or financial situation, including target markets where applicable. The rating is not a recommendation to purchase, sell or hold any product and is subject to change at any time without notice. You should seek independent advice and consider the PDS or offer document before making any investment decisions. Ratings have been assigned based on third party data. Liability is not accepted, whether direct or indirect, from use of the rating. Past performance is not an indication of future performance. Refer to www.chantwest.com.au for full ratings information and our FSG.

https://www.lonsec.com.au/super-fund/wp-content/uploads/sites/3/2019/12/SR_MySuper-Methodology.pdf
https://www.chantwest.com.au/ratings/for-super-funds/
3https://www.heronpartners.com.au/quality-star-rating-levels
https://www.heronpartners.com.au/latest-quality-ratings