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Morningstar Fund Report

Suncorp BSuper Per-Suncorp Lfstg 1955-59

Retail

Fund Report | Report generated 17 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: Suncorp BSuper Per-Suncorp Lfstg 1955-59
Index
Index: Morningstar Aus Msec Balanced TR AUD
Category
Category: Multisector Life Stages – 1950s

Financial Year Total Returns

-- -- Jun-16 Dec-16
Fund -- -- -- 0.86
+/- Cat -- -- -- -1.22
+/- Index -- -- -- -2.99

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.34 -0.03 -0.96 12 / 22
3 Month -0.05 -0.51 -1.88 12 / 21
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Dec 2016
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 --)
--
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 14.402
International Equity 23.033
Listed Property 7.355
Unlisted Property 0.000
Domestic Fixed Interest 21.947
International Fixed Interest 14.880
Cash 18.384
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 11 Jan 2017

APIR Code RSA1035AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.1600
Exit Price $ 1.1600
Exit Price
1 Week Change $
0.0025

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