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About

Morningstar Fund Report

FIRSTSUPER Balanced

Retail

Fund Report | Report generated 24 Sep 2017 |

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 31 Mar 2017

Domestic Equity 31.429
International Equity 20.223
Listed Property 0.000
Unlisted Property 10.629
Domestic Fixed Interest 10.852
International Fixed Interest 11.053
Cash 4.739
Other 11.074

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