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Morningstar Fund Report

Sunsuper Lifecycle Balanced Pool

Retail

Fund Report | Report generated 04 Dec 2016 |

Performance

31 Oct 2016

Growth of $10,000

Fund
Fund: Sunsuper Lifecycle Balanced Pool
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Oct-16
Fund -- 10.17 3.11 2.69
+/- Cat -- 1.91 2.03 1.28
+/- Index -- -1.86 -0.88 2.27

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.27 0.95 1.64 10 / 406
3 Month 0.35 1.83 3.02 13 / 407
1 Year 5.23 3.72 3.36 6 / 401
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation -- 6 6.92
Sharpe Ratio -- 0.46 0.73
R-Squared -- 89.33 --
Beta -- 0.82 --
Alpha -- -1.37 --

Fund Details

Fund Inception 04 Oct 2013
Responsible Entity Sunsuper Pty Ltd
Fund Manager Sunsuper Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Sep 2016)
21,884.70
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating Learn more

Quick Stats

as at 31 Oct 2016

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.2587
Exit Price $ 1.2587
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 0.0000

Annual

ICR pa (01 Jul 2015) 0.6200
Max Management Fee pa 0.42%
Max Admin Fee pa 0.00%
Performance Fee pa
(01 Jul 2015)
--
Max Brokerage 0.0000