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Morningstar Fund Report

Suncorp BSuper Per-Suncorp Lfstg 1945-49

Retail

Fund Report | Report generated 23 Feb 2017 |

Performance

31 Jan 2017

Growth of $10,000

Fund
Fund: Suncorp BSuper Per-Suncorp Lfstg 1945-49
Index
Index: Morningstar Aus Msec Moderate TR AUD
Category
Category: Multisector Life Stages – 1940s and earlier

Financial Year Total Returns

-- -- -- Jan-17
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at 31 Jan 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.24 -0.14 0.14 15 / 17
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Jan 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 Jan 2017)
0.05
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2016

Domestic Equity 14.397
International Equity 16.517
Listed Property 2.692
Unlisted Property 0.000
Domestic Fixed Interest 24.743
International Fixed Interest 16.731
Cash 24.920
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 16 Feb 2017

APIR Code RSA1029AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1940s and earlier
Entry Price $ 1.0193
Exit Price $ 1.0193
Exit Price
1 Week Change $
0.0033

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