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Morningstar Fund Report

Suncorp BSuper Per-Suncorp Universal Con

Retail

Fund Report | Report generated 18 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: Suncorp BSuper Per-Suncorp Universal Con
Index
Index: Morningstar Aus Msec Moderate TR AUD
Category
Category: Multisector Moderate

Financial Year Total Returns

-- -- Jun-16 Dec-16
Fund -- -- -- 0.15
+/- Cat -- -- -- -1.27
+/- Index -- -- -- -1.50

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.70 -0.34 -0.68 216 / 237
3 Month -0.58 -0.81 -0.87 195 / 237
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 7.839
International Equity 11.848
Listed Property 3.898
Unlisted Property 0.000
Domestic Fixed Interest 25.910
International Fixed Interest 17.324
Cash 33.180
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 13 Jan 2017

APIR Code RSA0891AU
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 1.1770
Exit Price $ 1.1756
Exit Price
1 Week Change $
-0.0019

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 0.1186

Annual

ICR pa (--) --
Max Management Fee pa 0.30%
Max Admin Fee pa 0.60%
Performance Fee pa
(--)
--
Max Brokerage 0.0000