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Morningstar Fund Report

Suncorp BSuper Pen-Suncorp Trad High Gr

Retail

Fund Report | Report generated 20 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: Suncorp BSuper Pen-Suncorp Trad High Gr
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

-- -- Jun-16 Dec-16
Fund -- -- -- 6.42
+/- Cat -- -- -- -1.13
+/- Index -- -- -- -1.61

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.92 -0.40 -1.06 104 / 130
3 Month 2.74 -1.19 -2.24 117 / 130
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 Suncorp Portfolio Services Limited
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 36.177
International Equity 39.953
Listed Property 9.457
Unlisted Property 0.000
Domestic Fixed Interest 1.881
International Fixed Interest 4.714
Cash 7.818
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 13 Jan 2017

APIR Code RSA1070AU
Legal Type Allocated Pension
Status Open
Category Multisector Aggressive
Entry Price $ 2.1256
Exit Price $ 2.1175
Exit Price
1 Week Change $
-0.0242

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 0.3803

Annual

ICR pa (--) --
Max Management Fee pa 0.45%
Max Admin Fee pa 0.60%
Performance Fee pa
(--)
--
Max Brokerage 0.0000