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Morningstar Fund Report

Suncorp BSuper Bus-Morningstar Growth

Retail

Fund Report | Report generated 03 Dec 2016 |

Performance

31 Oct 2016

Growth of $10,000

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

Financial Year Total Returns

-- -- Jun-16 Oct-16
Fund -- -- -- 1.80
+/- Cat -- -- -- 0.40
+/- Index -- -- -- 1.39

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.90 0.32 1.00 116 / 406
3 Month -0.48 1.01 2.19 58 / 407
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 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 31 Oct 2016

Domestic Equity 23.756
International Equity 37.015
Listed Property 3.436
Unlisted Property 0.000
Domestic Fixed Interest 7.309
International Fixed Interest 9.108
Cash 9.928
Other 9.447

Morningstar Sustainability Rating Learn more

Quick Stats

as at 30 Nov 2016

APIR Code RSA0956AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.9296
Exit Price $ 1.9234
Exit Price
1 Week Change $
-0.0046

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