Morningstar Fund Report
SuperUnits - Managed Growth
Fund Report | Report generated 25 May 2022 | 
Performance
30 Apr 2022
Growth of $10,000
Fund: SuperUnits - Managed Growth
Index: Morningstar AUS Growth Tgt Alloc NR AUD
Category: Multisector Growth
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
|---|---|---|---|---|
| Fund | 8.14 | 0.78 | 15.92 | 1.72 |
| +/- Cat | 1.53 | 1.95 | -1.37 | 1.55 |
| +/- Index | -1.69 | 1.83 | -4.47 | 2.82 |
Trailing Total Returns
as at 30 Apr 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -1.11 | 0.17 | 0.95 | 97 / 306 |
| 3 Month | -0.59 | 0.53 | 1.07 | 68 / 306 |
| 1 Year | 4.20 | 1.14 | 1.73 | 62 / 305 |
| 3 Year | 6.57 | 0.82 | 0.00 | 26 / 302 |
| 5 Year | 6.95 | 1.07 | -0.18 | 11 / 240 |
Risk Analysis
as at 30 Apr 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 7.51 | 8.69 | 10.62 |
| Sharpe Ratio | 0.84 | 0.61 | 0.62 |
| R-Squared | 93.98 | 94.47 | -- |
| Beta | 0.69 | 0.8 | -- |
| Alpha | 1.78 | -0.04 | -- |
Fund Details
| Fund Inception | 27 Apr 1984 |
| Responsible Entity | Colonial Mutual Superannuation Pty Ltd |
| Fund Manager | Colonial Financial Management Limited |
| Base Currency | $A |
| Net Assets $Mil (as at 31 Aug 2021) |
20.72 |
| Minimum Investment $ | 1,000 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
Morningstar Sustainability Rating 
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Quick Stats
as at 20 May 2022
| APIR Code | SCO0401AU |
| Legal Type | Superannuation Fund |
| Status | Closed |
| Category | Multisector Growth |
| Entry Price $ | -- |
| Exit Price $ | 93.9781 |
| Exit Price 1 Week Change $ |
0.0573 |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
|
Prosective Fees & Costs
as at 30 Jun 2011
| Total Cost Ratio (Prospective) | 0.48% |
| Investment Management Fee | -- |
| Performance Fee Costs | -- |
| Administration Fees & Costs | -- |
| Buy Spread/Sell Spread | -- / -- |