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About

Morningstar Fund Report

Suncorp BSuper Bus-Suncorp Lfstg 1980-84

Retail

Fund Report | Report generated 20 Sep 2017 |

Performance

31 Aug 2017

Growth of $10,000

Fund
Fund: Suncorp BSuper Bus-Suncorp Lfstg 1980-84
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1980s

Financial Year Total Returns

-- -- Jun-17 Aug-17
Fund -- -- -- -0.06
+/- Cat -- -- -- -0.50
+/- Index -- -- -- -0.11

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.50 -0.13 -0.25 14 / 20
3 Month -0.74 -0.88 0.45 15 / 20
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Aug 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 Jul 2017)
188.11
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jul 2017

Domestic Equity 23.122
International Equity 41.481
Listed Property 10.371
Unlisted Property 0.000
Domestic Fixed Interest 5.531
International Fixed Interest 3.810
Cash 12.463
Other 3.221

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 14 Sep 2017

APIR Code RSA1048AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1980s
Entry Price $ 1.0799
Exit Price $ 1.0799
Exit Price
1 Week Change $
0.0089

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