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About

Morningstar Fund Report

Sunsuper Australian Shares

Retail

Fund Report | Report generated 21 Sep 2017 |

Performance

31 Aug 2017

Growth of $10,000

Fund
Fund: Sunsuper Australian Shares
Index
Index: S&P/ASX 200 TR AUD

Financial Year Total Returns

-- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.06 -- 0.35 --
3 Month 1.01 -- 0.14 --
1 Year 9.98 -- 0.18 --
3 Year 5.92 -- 0.78 --
5 Year 10.83 -- 0.27 --

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 10.7 -- 12.33
Sharpe Ratio 0.4 -- 0.3
R-Squared 99.23 -- --
Beta 0.86 -- --
Alpha 1.06 -- --

Fund Details

Fund Inception 25 Oct 2002
Responsible Entity Sunsuper Pty Ltd
Fund Manager Sunsuper Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Jun 2017)
427.74
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 Jun 2017

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Equity Australia Other
Entry Price $ 3.6583
Exit Price $ 3.6583
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 0.0000

Annual

ICR pa (30 Jun 2016) 0.3200
Max Management Fee pa 0.30%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.0000