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About

Morningstar Fund Report

Suncorp WS Pers - Lifestage 1935-39

Retail

Fund Report | Report generated 19 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 --
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 -- -- --
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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 $ 2,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2016

Domestic Equity 10.194
International Equity 15.174
Listed Property 5.033
Unlisted Property 0.000
Domestic Fixed Interest 25.687
International Fixed Interest 17.457
Cash 26.455
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 10 Jan 2017

APIR Code RSA0770AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1940s and earlier
Entry Price $ 1.0162
Exit Price $ 1.0162
Exit Price
1 Week Change $
0.0012

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