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About

Morningstar Fund Report

Sunsuper International Shares (hedged)

Retail

Fund Report | Report generated 20 Sep 2017 |

Performance

31 Aug 2017

Growth of $10,000

Fund
Fund: Sunsuper International Shares (hedged)
Index
Index: Vanguard Intl Shares Index Hdg AUD TR
Category
Category: Equity World - Currency Hedged

Financial Year Total Returns

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

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.45 0.18 -- 24 / 51
3 Month 2.34 0.60 -- 11 / 51
1 Year 18.49 3.10 -- 4 / 51
3 Year 9.76 2.27 -- 3 / 47
5 Year 14.07 1.91 -- 8 / 45

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 8.86 9.74 9.92
Sharpe Ratio 0.86 0.63 0.78
R-Squared 94.93 92.26 --
Beta 0.87 0.94 --
Alpha 0.88 -1.26 --

Fund Details

Fund Inception 03 Jan 2006
Responsible Entity Sunsuper Pty Ltd
Fund Manager Sunsuper Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Jun 2017)
63.42
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 World - Currency Hedged
Entry Price $ 1.8639
Exit Price $ 1.8639
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 4
3 Year 5
5 Year 4
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 2016) 0.3300
Max Management Fee pa 0.60%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.0000