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Morningstar Fund Report

Suncorp Bsuper-Per Suncorp Lfstg 1950-54

Retail

Fund Report | Report generated 26 Feb 2017 |

Performance

31 Jan 2017

Growth of $10,000

Fund
Fund: Suncorp Bsuper-Per Suncorp Lfstg 1950-54
Index
Index: Morningstar Aus Msec Balanced TR AUD
Category
Category: Multisector Life Stages – 1950s

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 -0.31 -0.17 0.46 16 / 19
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 Dec 2016)
2.67
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 15.840
International Equity 19.194
Listed Property 3.416
Unlisted Property 0.000
Domestic Fixed Interest 22.581
International Fixed Interest 15.285
Cash 23.684
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 22 Feb 2017

APIR Code RSA1032AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.0227
Exit Price $ 1.0227
Exit Price
1 Week Change $
0.0022

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