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Morningstar Fund Report

Sunsuper Lifecycle Balanced Pool

Retail

Fund Report | Report generated 21 Feb 2017 |

Performance

31 Jan 2017

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 Jan-17
Fund -- 10.17 3.11 6.99
+/- Cat -- 1.91 2.03 2.27
+/- Index -- -1.86 -0.88 2.72

Trailing Total Returns

as at 31 Jan 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.01 0.37 1.17 75 / 399
3 Month 4.19 0.93 0.35 35 / 398
1 Year 11.38 3.28 2.13 27 / 394
3 Year 8.19 2.23 -0.01 5 / 379
5 Year -- -- -- --

Risk Analysis

as at 31 Jan 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 4.58 6.06 7.1
Sharpe Ratio 1.25 0.61 0.83
R-Squared 88.33 89.25 --
Beta 0.61 0.8 --
Alpha 2.17 -1.06 --

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 31 Dec 2016)
22,924.44
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 31 Jan 2017

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.3114
Exit Price $ 1.3114
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 5
3 Year 5
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 (30 Jun 2016) 0.6200
Max Management Fee pa 0.42%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.0000