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

CBUS Super Income Stream High Growth

Retail

Fund Report | Report generated 10 Dec 2016 |

Performance

--

Growth of $10,000

Fund
Fund: CBUS Super Income Stream High Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

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 Jul 2009
Responsible Entity United Super Pty Ltd
Fund Manager CBUS Super
Base Currency $A
Net Assets $Mil
(as at 31 Oct 2016)
60.21
Minimum Investment $ 10,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Jun 2016

Size | Large Style | Growth

Asset Allocation

% as at 30 Sep 2016

Domestic Equity 42.153
International Equity 39.204
Listed Property 1.048
Unlisted Property 6.952
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.000
Other 10.643

Morningstar Sustainability Rating Learn more

Quick Stats

as at --

APIR Code --
Legal Type Allocated Pension
Status Open
Category Multisector Aggressive
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread --

Annual

ICR pa (30 Jun 2016) 0.8000
Max Management Fee pa 0.80%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2016)
0.12%
Max Brokerage 0.0000