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About

Morningstar Fund Report

Suncorp WS Pers - Lifestage 1934 or pr

Retail

Fund Report | Report generated 03 Dec 2016 |

Performance

--

Growth of $10,000

No Chart Available

Financial Year Total Returns

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Fund -- -- -- --
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Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
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Risk Analysis

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

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 31 Oct 2016)
0.00
Minimum Investment $ 2,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 7.823
International Equity 15.967
Listed Property 5.685
Unlisted Property 0.000
Domestic Fixed Interest 22.802
International Fixed Interest 17.904
Cash 29.818
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 30 Nov 2016

APIR Code RSA0769AU
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
(--)
--
Max Brokerage 0.4400