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Morningstar Fund Report

Suncorp Opt Corp-Lifestage 1960-64

Retail

Fund Report | Report generated 28 Mar 2017 |

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: Suncorp Opt Corp-Lifestage 1960-64
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Life Stages – 1960s

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Feb-17
Fund -- 8.15 4.04 2.76
+/- Cat -- -0.58 0.88 -2.02
+/- Index -- -3.88 0.06 -3.12

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.92 -0.25 -0.63 17 / 18
3 Month 2.71 -0.34 -0.83 15 / 18
1 Year 5.68 -3.17 -6.01 15 / 16
3 Year 5.70 -0.49 -2.07 12 / 15
5 Year -- -- -- --

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 3.88 4.87 --
Sharpe Ratio 0.88 0.84 --
R-Squared 72.8 84.58 --
Beta 0.47 0.63 --
Alpha 0.8 0.54 --

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 --)
--
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jan 2017

Domestic Equity 19.893
International Equity 26.954
Listed Property 4.798
Unlisted Property 0.000
Domestic Fixed Interest 17.695
International Fixed Interest 12.079
Cash 18.582
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 24 Mar 2017

APIR Code RSA0803AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1960s
Entry Price $ 1.1976
Exit Price $ 1.1976
Exit Price
1 Week Change $
-0.0004

Morningstar Ratings

Overall 2
3 Year 2
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
(--)
--
Max Brokerage --