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Morningstar Fund Report

Sunsuper Growth

Retail

Fund Report | Report generated 11 Dec 2016 |

Performance

30 Nov 2016

Growth of $10,000

Fund
Fund: Sunsuper Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Nov-16
Fund 13.87 10.60 2.79 5.16
+/- Cat -0.34 -0.27 2.87 1.21
+/- Index -2.89 -4.30 0.02 1.26

Trailing Total Returns

as at 30 Nov 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.92 0.06 -1.02 89 / 191
3 Month 1.93 1.55 1.55 1 / 191
1 Year 7.36 3.46 2.10 16 / 185
3 Year 7.81 1.66 -0.92 18 / 172
5 Year 10.40 0.11 -2.92 73 / 167

Risk Analysis

as at 30 Nov 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 5.23 7.66 8.55
Sharpe Ratio 1.03 0.53 0.76
R-Squared 89.38 90.34 --
Beta 0.58 0.85 --
Alpha 1.64 -1.6 --

Fund Details

Fund Inception 30 Jun 1998
Responsible Entity Sunsuper Pty Ltd
Fund Manager Sunsuper Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Sep 2016)
3,266.01
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating Learn more

Quick Stats

as at 30 Nov 2016

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 2.5987
Exit Price $ 2.5987
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 4
3 Year 4
5 Year 3
10 Year 4

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee --
Buy/Sell Spread 0.0000

Annual

ICR pa (30 Jun 2014) 0.7700
Max Management Fee pa 0.55%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2014)
--
Max Brokerage 0.0000