Stocks Special Reports LICs Credit Technical Analysis Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Technical Analysis SMSFs Learn
About

Morningstar Fund Report

Suncorp WSmart Pen-Ironbark karara Aust

Retail

Fund Report | Report generated 10 Dec 2016 |

Performance

--

Growth of $10,000

Fund
Fund: Suncorp WSmart Pen-Ironbark karara Aust
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Blend

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 Dec 2014
Responsible Entity Suncorp Portfolio Services Limited
Fund Manager Karara Capital Limited
Base Currency $A
Net Assets $Mil
(as at 31 Oct 2016)
0.00
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Aug 2016

Size | Large Style | Blend

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 97.690
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 2.310
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 30 Nov 2016

APIR Code RSA0829AU
Legal Type Allocated Pension
Status Open
Category Equity Australia Large Blend
Entry Price $ 1.0819
Exit Price $ 1.0765
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 0.5016

Annual

ICR pa (12 Jan 2015) 0.6000
Max Management Fee pa 0.20%
Max Admin Fee pa --
Performance Fee pa
(12 Jan 2015)
--
Max Brokerage --