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About

Morningstar Fund Report

CBUS Super High Growth

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Fund Report | Report generated 18 Apr 2021 |  Read the Analyst Research Report

Performance

31 Mar 2021

Growth of $10,000

Fund
Fund: CBUS Super High Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-18 Jun-19 Jun-20 Mar-21
Fund 13.59 7.11 0.63 17.91
+/- Cat 3.19 0.04 0.79 2.01
+/- Index 0.85 -4.09 1.48 2.53

Trailing Total Returns

as at 31 Mar 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.36 -0.48 -1.16 --
3 Month 4.29 -0.38 -0.15 --
1 Year 31.07 2.09 4.45 --
3 Year 10.00 1.05 -0.55 --
5 Year 11.33 1.92 0.57 --

Risk Analysis

as at 31 Mar 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 11.28 11.45 12.6
Sharpe Ratio 0.81 0.66 0.78
R-Squared 94.88 94.2 --
Beta 0.87 0.88 --
Alpha 0.58 -1.24 --

Fund Details

Fund Inception 01 Jan 1998
Responsible Entity United Super Pty Ltd
Fund Manager CBUS Super
Base Currency $A
Net Assets $Mil
(as at 31 Mar 2021)
3,654.90
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Dec 2020

Size | Large Style | Blend

Asset Allocation

% as at 30 Jun 2020

Domestic Equity 39.932
International Equity 43.477
Listed Property 0.633
Unlisted Property 6.567
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.000
Other 9.391

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
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 (30 Jun 2020) 0.8000
Max Management Fee pa 0.37%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2020)
0.08%
Max Brokerage 0.0000