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Morningstar Fund Report

Suncorp BSuper Per-Suncorp Lifestag 1934

Retail

Fund Report | Report generated 27 Apr 2017 |

Performance

31 Mar 2017

Growth of $10,000

Fund
Fund: Suncorp BSuper Per-Suncorp Lifestag 1934
Index
Index: Morningstar Aus Msec Moderate TR AUD
Category
Category: Multisector Life Stages – 1940s and earlier

Financial Year Total Returns

-- -- -- Mar-17
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.86 0.09 0.04 5 / 22
3 Month 1.60 0.10 0.29 6 / 22
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Mar 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 Morningstar Investment Management Austra
Base Currency $A
Net Assets $Mil
(as at 31 Mar 2017)
0.00
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jan 2017

Domestic Equity 13.182
International Equity 15.940
Listed Property 2.837
Unlisted Property 0.000
Domestic Fixed Interest 23.243
International Fixed Interest 15.921
Cash 28.876
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Apr 2017

APIR Code RSA1020AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1940s and earlier
Entry Price $ 1.0351
Exit Price $ 1.0351
Exit Price
1 Week Change $
--

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 0.0000

Annual

ICR pa (--) --
Max Management Fee pa 0.20%
Max Admin Fee pa 0.65%
Performance Fee pa
(--)
--
Max Brokerage 0.0000