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Morningstar Fund Report

Sunsuper Lifecycle Cash Pool

Retail

Fund Report | Report generated 07 Dec 2016 |

Performance

31 Oct 2016

Growth of $10,000

Fund
Fund: Sunsuper Lifecycle Cash Pool
Index
Index: RBA Bank accepted Bills 90 Days
Category
Category: Australian Cash

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Oct-16
Fund -- 2.06 1.84 0.52
+/- Cat -- 0.73 0.83 0.39
+/- Index -- -0.45 -0.35 -0.08

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.10 0.04 -0.05 34 / 123
3 Month 0.38 0.32 -0.06 16 / 124
1 Year 1.78 0.95 -0.29 14 / 122
3 Year 2.02 0.90 -0.33 14 / 118
5 Year -- -- -- --

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 0.09 0.19 0.09
Sharpe Ratio -4.72 -18.14 --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

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)
187.14
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 30 Nov 2016

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Australian Cash
Entry Price $ 1.0646
Exit Price $ 1.0646
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