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Morningstar Fund Report

Suncorp BSuper Bus-Platinum Intl

Retail

Fund Report | Report generated 22 Aug 2017 |

Performance

31 Jul 2017

Growth of $10,000

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

Financial Year Total Returns

-- Jun-16 Jun-17 Jul-17
Fund -- -- 20.02 0.62
+/- Cat -- -- 5.22 1.79
+/- Index -- -- 5.29 2.29

Trailing Total Returns

as at 31 Jul 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.62 1.79 2.30 18 / 204
3 Month 2.88 3.37 4.51 13 / 203
1 Year 16.73 6.05 6.14 14 / 203
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Jul 2017
3-Year Risk Measures Fund Category Index
Standard Deviation -- 10.35 10.93
Sharpe Ratio -- 0.8 0.94
R-Squared -- 83.99 --
Beta -- 0.86 --
Alpha -- -0.62 --

Fund Details

Fund Inception 30 May 2016
Responsible Entity Suncorp Portfolio Services Limited
Fund Manager Platinum Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Jun 2017)
30.63
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Jun 2017

Size | Large Style | Blend

Asset Allocation

% as at 31 Jul 2017

Domestic Equity 0.189
International Equity 92.515
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 7.296
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 17 Aug 2017

APIR Code RSA0986AU
Legal Type Superannuation Fund
Status Open
Category Equity World Large Blend
Entry Price $ 2.5825
Exit Price $ 2.5696
Exit Price
1 Week Change $
-0.0197

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 0.5014

Annual

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