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Morningstar Fund Report

Suncorp BSuper Pen-Ironbark Karara Au Sh

Retail

Fund Report | Report generated 28 Jun 2017 |

Performance

--

Growth of $10,000

No Chart Available

Financial Year Total Returns

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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 30 May 2016
Responsible Entity Suncorp Portfolio Services Limited
Fund Manager Ironbark Asset Management Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2017)
0.00
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 28 Feb 2017

Size | Large Style | Value

Asset Allocation

% as at 31 May 2017

Domestic Equity 95.310
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 4.690
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 23 Jun 2017

APIR Code RSA0934AU
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 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.5016

Annual

ICR pa (--) --
Max Management Fee pa 0.67%
Max Admin Fee pa 0.60%
Performance Fee pa
(--)
--
Max Brokerage 0.0000