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About

Morningstar Fund Report

Suncorp BSuper Pen-Suncorp Lfstg 1945-49

Retail

Fund Report | Report generated 21 Aug 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 30 Jun 2017)
0.19
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jul 2017

Domestic Equity 12.664
International Equity 15.232
Listed Property 4.562
Unlisted Property 0.000
Domestic Fixed Interest 23.234
International Fixed Interest 15.367
Cash 27.759
Other 1.183

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 17 Aug 2017

APIR Code RSA1030AU
Legal Type Allocated Pension
Status Open
Category Multisector Life Stages – 1940s and earlier
Entry Price $ 1.0341
Exit Price $ 1.0341
Exit Price
1 Week Change $
0.0017

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