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Morningstar Fund Report

Suncorp Bsuper-Per Suncorp Lfstg 1950-54

Retail

Fund Report | Report generated 28 Jul 2017 |

Performance

30 Jun 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

-- -- Jun-17 Jun-17
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.58 -0.19 0.40 15 / 21
3 Month 1.07 0.05 0.25 5 / 18
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 30 Jun 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 30 Jun 2017)
0.14
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 13.025
International Equity 19.009
Listed Property 5.315
Unlisted Property 0.000
Domestic Fixed Interest 20.962
International Fixed Interest 14.471
Cash 25.734
Other 1.484

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Jul 2017

APIR Code RSA1032AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.0431
Exit Price $ 1.0431
Exit Price
1 Week Change $
0.0008

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