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Morningstar Fund Report

Suncorp BSuper Per-Ironbark Paladin Pr S

Retail

Fund Report | Report generated 23 Jul 2017 |

Performance

30 Jun 2017

Growth of $10,000

Fund
Fund: Suncorp BSuper Per-Ironbark Paladin Pr S
Index
Index: S&P/ASX 300 A-REIT TR
Category
Category: Equity Australia Real Estate

Financial Year Total Returns

-- Jun-16 Jun-17 Jun-17
Fund -- -- -3.69 -3.69
+/- Cat -- -- 0.45 0.45
+/- Index -- -- 1.95 1.95

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -3.58 0.30 0.93 23 / 117
3 Month -2.58 0.45 0.47 28 / 117
1 Year -3.69 0.45 1.95 34 / 117
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 30 Jun 2017
3-Year Risk Measures Fund Category Index
Standard Deviation -- 11.87 13.62
Sharpe Ratio -- 0.68 0.76
R-Squared -- 93.89 --
Beta -- 0.84 --
Alpha -- -0.68 --

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 31 May 2017)
16.91
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Mar 2017

Size | Large Style | Growth

Asset Allocation

% as at 30 Jun 2017

Domestic Equity 0.000
International Equity 0.000
Listed Property 96.370
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 3.630
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 18 Jul 2017

APIR Code RSA0936AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Real Estate
Entry Price $ 2.7697
Exit Price $ 2.7559
Exit Price
1 Week Change $
0.0186

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 0.5013

Annual

ICR pa (--) --
Max Management Fee pa 0.8727%
Max Admin Fee pa 0.60%
Performance Fee pa
(--)
--
Max Brokerage 0.0000