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Morningstar Fund Report

Suncorp BSuper Pen-Suncorp Lfstg 1935-39

Retail

Fund Report | Report generated 22 Jul 2017 |

Performance

--

Growth of $10,000

No Chart Available

Financial Year Total Returns

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Fund -- -- -- --
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Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
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Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
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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 May 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 May 2017

Domestic Equity 9.191
International Equity 15.456
Listed Property 6.083
Unlisted Property 0.000
Domestic Fixed Interest 18.125
International Fixed Interest 9.693
Cash 40.265
Other 1.187

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 18 Jul 2017

APIR Code RSA1024AU
Legal Type Allocated Pension
Status Open
Category Multisector Life Stages – 1940s and earlier
Entry Price $ 0.9914
Exit Price $ 0.9914
Exit Price
1 Week Change $
-0.0010

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