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Morningstar Fund Report

Suncorp BSuper Per-Suncorp Lfstg 1975-79

Retail

Fund Report | Report generated 25 Jul 2017 |

Performance

30 Jun 2017

Growth of $10,000

Fund
Fund: Suncorp BSuper Per-Suncorp Lfstg 1975-79
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1970s

Financial Year Total Returns

-- Jun-16 Jun-17 Jun-17
Fund -- -- 6.79 6.79
+/- Cat -- -- -2.92 -2.92
+/- Index -- -- -4.81 -4.81

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.68 -0.25 0.66 18 / 20
3 Month 1.52 0.05 0.58 8 / 17
1 Year 6.79 -2.92 -4.81 14 / 17
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 30 Jun 2017
3-Year Risk Measures Fund Category Index
Standard Deviation -- 6.32 8.67
Sharpe Ratio -- 0.88 0.86
R-Squared -- 91.44 --
Beta -- 0.7 --
Alpha -- 0.26 --

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 May 2017)
0.32
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 20.981
International Equity 40.498
Listed Property 10.043
Unlisted Property 0.000
Domestic Fixed Interest 6.515
International Fixed Interest 4.659
Cash 14.142
Other 3.163

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 18 Jul 2017

APIR Code RSA1045AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1970s
Entry Price $ 1.1258
Exit Price $ 1.1258
Exit Price
1 Week Change $
-0.0053

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