# Symetry Personal Retirement Fund

Symetry Personal Retirement Fund is a Pension Fund based in Melbourne, Australia.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Melbourne, Australia
- **Region:** Oceania
- **Address:** Melbourne, Australia
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** ps.symetry.com.au

## Regulatory record

- **Reports private funds:** No

## About

Symetry Personal Retirement Fund is a superannuation scheme based in Melbourne, Australia. It manages $672.81 million in assets, primarily serving the Australasian region.

## Sectors

- Real Estate
- Infrastructure

## People

- Elizabeth Mears — Former Director of the Trustee

## Questions

### Who controls the trustee of Symetry Personal Retirement Fund?

The fund's trustee operates within the Colonial First State group. KKR holds a 55% majority interest in Colonial First State, while Commonwealth Bank of Australia retains 45%. The succession trustee role passed to I.O.O.F. Investment Management Limited, a subsidiary of Insignia Financial Ltd (formerly IOOF), after KKR's acquisition of the platform.

### What assets does Symetry Personal Retirement Fund invest in?

The fund's portfolio is concentrated in Australian unlisted property and infrastructure. The property holdings include mixed-use assets, while the infrastructure investments target domestic projects. This real-asset orientation is typical of superannuation funds managing long-duration retirement liabilities.

### How is KKR's ownership of Colonial First State relevant to Symetry?

KKR's 55% controlling stake in Colonial First State places Symetry under the governance umbrella of a global private-equity firm. This is unusual for an Australian superannuation scheme — most retail funds remain bank-aligned and most industry funds are member-owned. The structure creates a governance model that must balance KKR's commercial interests with the trustee's fiduciary duties.

### What is the relationship between Insignia Financial and Symetry?

Insignia Financial Ltd, formerly IOOF, is the parent company of I.O.O.F. Investment Management Limited, which acted as successor trustee for Symetry. This links the fund to one of Australia's largest wealth-management consolidators, which also holds the group-level membership in the Investor Group on Climate Change.

## Related profiles

- [Symbion A/S](https://altss.com/profile/symbion-a-s)
- [Symfonie Capital](https://altss.com/profile/symfonie-capital-symfonie-investment-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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