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Morningstar Fund Report

Suncorp BSuper Per-Suncorp Lfstg 1970-74

Retail

Fund Report | Report generated 24 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: Suncorp BSuper Per-Suncorp Lfstg 1970-74
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1970s

Financial Year Total Returns

-- -- Jun-16 Dec-16
Fund -- -- -- 2.24
+/- Cat -- -- -- -2.99
+/- Index -- -- -- -5.79

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.99 -0.54 -1.99 19 / 22
3 Month 0.95 -1.47 -4.04 16 / 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 19.823
International Equity 38.494
Listed Property 11.163
Unlisted Property 0.000
Domestic Fixed Interest 10.265
International Fixed Interest 7.015
Cash 13.240
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 13 Jan 2017

APIR Code RSA1043AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1970s
Entry Price $ 1.0833
Exit Price $ 1.0833
Exit Price
1 Week Change $
-0.0074

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