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Morningstar Fund Report

Suncorp BSuper Per-Suncorp Lfstg 1955-59

Retail

Fund Report | Report generated 24 May 2017 |

Performance

30 Apr 2017

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 Apr-17
Fund -- -- -- 4.09
+/- Cat -- -- -- -0.91
+/- Index -- -- -- -3.12

Trailing Total Returns

as at 30 Apr 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.28 0.25 -0.18 1 / 22
3 Month 3.58 0.68 -0.45 1 / 22
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 30 Apr 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 Mar 2017)
0.13
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 17.891
International Equity 22.730
Listed Property 4.046
Unlisted Property 0.000
Domestic Fixed Interest 21.003
International Fixed Interest 14.310
Cash 20.021
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 17 May 2017

APIR Code RSA1035AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.1910
Exit Price $ 1.1910
Exit Price
1 Week Change $
-0.0034

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