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Morningstar Fund Report

AustralianSuper High Growth

Retail

Fund Report | Report generated 25 Mar 2017 |  Read the Analyst Research Report

Performance

28 Feb 2017

Growth of $10,000

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

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Feb-17
Fund 16.23 12.68 3.69 8.62
+/- Cat 2.01 1.81 3.77 0.53
+/- Index -0.54 -2.22 0.92 0.36

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.54 0.10 -0.22 84 / 186
3 Month 3.93 -0.07 -0.28 102 / 186
1 Year 14.35 1.14 -0.29 42 / 180
3 Year 9.11 2.46 0.21 1 / 171
5 Year 11.75 1.71 -1.40 10 / 163

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 6.74 7.63 --
Sharpe Ratio 1 0.59 --
R-Squared 91.45 90.08 --
Beta 0.75 0.84 --
Alpha 1.74 -1.21 --

Fund Details

Fund Inception 01 Jul 1996
Responsible Entity AustralianSuper Pty Ltd
Fund Manager AustralianSuper Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Jan 2017)
5,518.74
Minimum Investment $ 10,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 35.892
International Equity 42.332
Listed Property 0.000
Unlisted Property 6.270
Domestic Fixed Interest 0.385
International Fixed Interest 4.664
Cash 1.906
Other 8.551

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 5
3 Year 5
5 Year 4
10 Year 5

Fees & Expenses

One-Time

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

Annual

ICR pa (30 Jun 2016) 0.7300
Max Management Fee pa 0.73%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2016)
0.15%
Max Brokerage 0.0000