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Morningstar Fund Report

Suncorp BSuper Bus-Ironbark Paladin Pr S

Retail

Fund Report | Report generated 24 Mar 2017 |

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: Suncorp BSuper Bus-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 Feb-17
Fund -- -- -- -2.00
+/- Cat -- -- -- -0.18
+/- Index -- -- -- 1.35

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.14 -0.60 -0.98 100 / 125
3 Month 4.85 -0.90 -1.07 96 / 125
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 28 Feb 2017
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 28 Feb 2017)
3.01
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Nov 2016

Size | Large Style | Value

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 0.000
International Equity 0.000
Listed Property 97.950
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 2.050
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 20 Mar 2017

APIR Code RSA0938AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Real Estate
Entry Price $ 2.8068
Exit Price $ 2.7928
Exit Price
1 Week Change $
0.0437

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