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Morningstar Fund Report

Suncorp BSuper Pen-Platinum Intl

Retail

Fund Report | Report generated 07 Dec 2016 |

Performance

31 Oct 2016

Growth of $10,000

Fund
Fund: Suncorp BSuper Pen-Platinum Intl
Index
Index: MSCI World Ex Australia NR AUD
Category
Category: Equity World Large Blend

Financial Year Total Returns

-- -- Jun-16 Oct-16
Fund -- -- -- 6.31
+/- Cat -- -- -- 4.97
+/- Index -- -- -- 5.76

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.66 0.55 0.72 50 / 181
3 Month 2.68 3.69 4.10 5 / 181
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 Platinum Asset Management
Base Currency $A
Net Assets $Mil
(as at --)
--
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Oct 2016

Size | Large Style | Growth

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 1.279
International Equity 94.091
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 4.629
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 30 Nov 2016

APIR Code RSA0985AU
Legal Type Allocated Pension
Status Open
Category Equity World Large Blend
Entry Price $ 2.4011
Exit Price $ 2.3892
Exit Price
1 Week Change $
0.0092

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 0.5012

Annual

ICR pa (--) --
Max Management Fee pa 1.54%
Max Admin Fee pa 0.60%
Performance Fee pa
(--)
--
Max Brokerage 0.0000