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Morningstar Fund Report

FIRSTSUPER Balanced

Retail

Fund Report | Report generated 10 Dec 2016 |

Performance

--

Growth of $10,000

Fund
Fund: FIRSTSUPER Balanced
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

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

Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 01 Jul 2008
Responsible Entity First Super Pty Ltd
Fund Manager First Super Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Mar 2015)
2,091.55
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Sep 2016

Domestic Equity 30.352
International Equity 19.649
Listed Property 0.000
Unlisted Property 10.687
Domestic Fixed Interest 10.786
International Fixed Interest 10.843
Cash 6.288
Other 11.395

Morningstar Sustainability Rating Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
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 (--) --
Max Management Fee pa 0.00%
Max Admin Fee pa --
Performance Fee pa
(--)
--
Max Brokerage 0.0000