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About

Morningstar Fund Report

Suncorp WS Pen - Lifestage 1935-39

Retail

Fund Report | Report generated 18 Jan 2017 |

Performance

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Growth of $10,000

No Chart Available

Financial Year Total Returns

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Trailing Total Returns

as at --
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Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
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Beta -- -- --
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Fund Details

Fund Inception 31 Dec 2013
Responsible Entity Suncorp Portfolio Services Limited
Fund Manager Suncorp Group Limited
Base Currency $A
Net Assets $Mil
(as at 30 Nov 2016)
0.00
Minimum Investment $ 25,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2016

Domestic Equity 6.311
International Equity 17.765
Listed Property 8.461
Unlisted Property 0.000
Domestic Fixed Interest 19.708
International Fixed Interest 14.564
Cash 33.191
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 10 Jan 2017

APIR Code RSA0784AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1940s and earlier
Entry Price $ 1.0000
Exit Price $ 1.0000
Exit Price
1 Week Change $
0.0000

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee --
Exit Fee/Withdrawal Fee --
Buy/Sell Spread 0.0000

Annual

ICR pa (--) --
Max Management Fee pa 0.20%
Max Admin Fee pa --
Performance Fee pa
(--)
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Max Brokerage 0.4400