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Morningstar Fund Report

Suncorp BSuper Per-Suncorp Lfstg 1995-99

Retail

Fund Report | Report generated 29 Jun 2017 |

Performance

31 May 2017

Growth of $10,000

Fund
Fund: Suncorp BSuper Per-Suncorp Lfstg 1995-99
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1990s and later

Financial Year Total Returns

-- -- -- May-17
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.49 0.16 0.33 5 / 25
3 Month 3.96 0.46 -0.53 3 / 23
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 May 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 May 2017)
0.02
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 21.629
International Equity 45.957
Listed Property 10.984
Unlisted Property 0.000
Domestic Fixed Interest 3.791
International Fixed Interest 2.897
Cash 11.153
Other 3.589

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 26 Jun 2017

APIR Code RSA1053AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1990s and later
Entry Price $ 1.0838
Exit Price $ 1.0838
Exit Price
1 Week Change $
-0.0044

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