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Morningstar Fund Report

Suncorp BSuper Per-Morningstar Growth

Retail

Fund Report | Report generated 17 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: Suncorp BSuper Per-Morningstar Growth
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

-- -- Jun-16 Dec-16
Fund -- -- -- 4.86
+/- Cat -- -- -- -0.24
+/- Index -- -- -- -0.62

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.64 0.24 -0.51 103 / 402
3 Month 2.07 -0.30 -0.97 274 / 402
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Dec 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 Morningstar Investment Management Austra
Base Currency $A
Net Assets $Mil
(as at --)
--
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Sep 2016

Size | Large Style | Blend

Asset Allocation

% as at 30 Nov 2016

Domestic Equity 24.568
International Equity 37.287
Listed Property 3.431
Unlisted Property 0.000
Domestic Fixed Interest 9.173
International Fixed Interest 9.388
Cash 6.725
Other 9.428

Morningstar Sustainability Rating Learn more

Quick Stats

as at 11 Jan 2017

APIR Code RSA0954AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.9882
Exit Price $ 1.9819
Exit Price
1 Week Change $
-0.0029

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 0.3199

Annual

ICR pa (--) --
Max Management Fee pa 0.56%
Max Admin Fee pa 0.60%
Performance Fee pa
(--)
--
Max Brokerage 0.0000