Stocks Special Reports LICs Credit Technical Analysis Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Technical Analysis SMSFs Learn
About

Morningstar Fund Report

Suncorp BSuper Per-Ironbark Paladin Pr S

Retail

Fund Report | Report generated 08 Dec 2016 |

Performance

31 Oct 2016

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 Oct-16
Fund -- -- -- -6.76
+/- Cat -- -- -- 0.46
+/- Index -- -- -- 2.67

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -6.39 -0.13 1.31 47 / 130
3 Month -10.94 0.37 3.10 45 / 130
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Oct 2016
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 --)
--
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Aug 2016

Size | Large Style | Blend

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 0.000
International Equity 0.000
Listed Property 98.430
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.570
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 30 Nov 2016

APIR Code RSA0936AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Real Estate
Entry Price $ 2.7114
Exit Price $ 2.6978
Exit Price
1 Week Change $
0.0230

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 0.75%
Max Admin Fee pa 0.60%
Performance Fee pa
(--)
--
Max Brokerage 0.0000