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Morningstar Fund Report

CBUS Super Growth (MySuper)

Retail

Fund Report | Report generated 24 May 2017 |  Read the Analyst Research Report

Performance

30 Apr 2017

Growth of $10,000

Fund
Fund: CBUS Super Growth (MySuper)
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Apr-17
Fund 13.90 10.05 5.47 10.95
+/- Cat -0.32 -0.81 5.55 -0.97
+/- Index -2.87 -4.84 2.70 -1.98

Trailing Total Returns

as at 30 Apr 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.58 -0.16 -0.58 --
3 Month 4.21 -0.83 -1.94 --
1 Year 12.45 -0.45 -2.36 --
3 Year 9.42 1.60 -1.00 --
5 Year 10.99 0.65 -2.41 --

Risk Analysis

as at 30 Apr 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 4.41 7.64 8.59
Sharpe Ratio 1.57 0.75 0.95
R-Squared 90.36 90.28 --
Beta 0.49 0.85 --
Alpha 2.98 -1.29 --

Fund Details

Fund Inception 01 Jul 1984
Responsible Entity United Super Pty Ltd
Fund Manager CBUS Super
Base Currency $A
Net Assets $Mil
(as at 31 Mar 2017)
33,226.56
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Jun 2016

Size | Large Style | Growth

Asset Allocation

% as at 31 Dec 2016

Domestic Equity 27.070
International Equity 24.734
Listed Property 1.373
Unlisted Property 10.628
Domestic Fixed Interest 7.890
International Fixed Interest 6.667
Cash 7.804
Other 13.834

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee --
Buy/Sell Spread --

Annual

ICR pa (30 Jun 2016) 0.8400
Max Management Fee pa 0.78%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2016)
0.12%
Max Brokerage 0.0000