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How to Find Superannuation Ratings and Research

Learn how to locate superannuation funds in Morningstar Investor

Updated over 2 months ago

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Overview

Superannuation ratings are available through our Morningstar Medalist Rating system for Australian superannuation funds. These ratings evaluate superannuation funds using three key pillars - People, Process, and Parent - and assign ratings from Gold (top 15%) down to Negative.

Access

To see our superannuation ratings, you can navigate to our fund screener

Filter your Selection

Select the blue Filters button from the top left of the window.

Under Overview, go to Fund management company and start typing a superannuation provider’s name. Select the relevant option from the list that appears.

Once you have made your selection, select Apply to see the relevant superannuation funds under our coverage and available ratings.

Select Fund

Select a fund to view more detailed information.

A window opens showing Morningstar’s fund analysis, with sections covering performance, portfolio holdings, risk, sustainability, and insights into the people and parent organisation where available.

Alternatively, on the fund selection screen, select the three-dot menu in the Actions column to add a fund to your watchlist, set an alert, or compare funds.

Additional information

Searching for specific superannuation funds

Alternatively, you can also navigate to the home page and use the search function to look up specific superannuation funds by name. The ratings will be displayed on the fund's details page.

Comparing superannuation funds

To compare superannuation funds, please navigate to our Compare tool and add the superannuation funds you want to compare.

Troubleshooting

If your fund does not appear:

• Check that no other filters are restricting your results.

• Confirm with our support team that the fund is included in Investor’s data universe.

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