Fund Report | 29 Nov 2021

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FIRSTSUPER Balanced

Report generated 29 Nov 2021 |Retail

Performance
--
Growth of $10,000
 
Fund: FIRSTSUPER Balanced
Index: Morningstar AUS Growth Tgt Alloc NR AUD
Category: Multisector Growth
Financial Year Returns
  -- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --
Trailing Year Returns as at --
  Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --
Risk Analysis  
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --
Fund Details
Fund Inception 01 Jul 2008
Responsible Entity First Super Pty Ltd
Fund Manager First Super Pty Ltd
Base Currency $A
Net Assets $Mil (as at 31 Mar 2015) 2,091.55
Minimum Investment $ 0
Regular Savings Plan (Yes/No) --
Cash Distributions --
 
Current Investment Style
 
No Style Box Available
Asset Allocation
% as at 31 Mar 2017
Domestic Equity 31.429
International Equity 20.223
Listed Property 0.000
Unlisted Property 10.629
Domestic Fixed Interest 10.852
International Fixed Interest 11.053
Cash 4.739
Other 11.074
Morningstar Sustainability Rating
Quick Stats
as at --
APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
--
Morningstar Ratings
Overall 0
3 year  
5 year  
10 year  
Fees & Expenses
One-Time
Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee --
Buy/Sell Spread --
Annual
ICR pa (--) --
Max Management Fee pa 0.00%
Max Admin Fee pa --
Performance Fee pa
(--)
--
Max Brokerage 0.0000
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