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Morningstar Fund Report

Suncorp Sup Bond Suncorp Trad Growth

Retail

Fund Report | Report generated 06 Dec 2016 |

Performance

--

Growth of $10,000

Fund
Fund: Suncorp Sup Bond Suncorp Trad Growth
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

-- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 01 Jul 1992
Responsible Entity SUNCORP Life and Superannuation Limited
Fund Manager SUNCORP Life and Superannuation Limited
Base Currency $A
Net Assets $Mil
(as at 30 Jun 2014)
7.32
Minimum Investment $ --
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Aug 2008

Domestic Equity 40.096
International Equity 20.925
Listed Property 9.989
Unlisted Property 0.000
Domestic Fixed Interest 10.074
International Fixed Interest 3.764
Cash 3.608
Other 11.546

Morningstar Sustainability Rating Learn more

Quick Stats

as at 30 Nov 2016

APIR Code SUN0405AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 344.6942
Exit Price $ 343.5242
Exit Price
1 Week Change $
-0.7466

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 0.3406

Annual

ICR pa (30 Jun 2013) 1.2500
Max Management Fee pa 1.25%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2013)
--
Max Brokerage 0.0000