Morningstar Fund Report
CBUS Super High Growth
Fund Report | Report generated 28 Jun 2022 |
Read the Analyst Research Report


Performance
31 May 2022
Growth of $10,000

Fund: CBUS Super High Growth

Index: Morningstar AUS Agg Tgt Alloc NR AUD

Category: Multisector Aggressive
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | May-22 | |
---|---|---|---|---|
Fund | 7.11 | 0.63 | 25.95 | -1.74 |
+/- Cat | 0.04 | 0.79 | 2.66 | -1.36 |
+/- Index | -3.05 | 2.80 | -1.00 | -0.04 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.28 | 0.06 | 0.44 | -- |
3 Month | -1.62 | -0.50 | 0.03 | -- |
1 Year | 0.88 | -0.90 | -0.14 | -- |
3 Year | 8.86 | 0.73 | 0.58 | -- |
5 Year | 8.67 | 1.08 | 0.22 | -- |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 11.1 | 11.09 | 13.22 |
Sharpe Ratio | 0.79 | 0.66 | 0.64 |
R-Squared | 98.28 | 95.95 | -- |
Beta | 0.83 | 0.82 | -- |
Alpha | 1.7 | 0.17 | -- |
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 May 2022) |
4,639.75 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 30 Jun 2021

Size | Large Style | Blend
Asset Allocation
% as at 30 Sep 2021
Domestic Equity | 35.558 |
International Equity | 48.281 |
Listed Property | 1.173 |
Unlisted Property | 4.227 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 0.000 |
Other | 10.761 |
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 |
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3 Year | |
5 Year | |
10 Year |
Prosective Fees & Costs
as at 02 Oct 2021
Total Cost Ratio (Prospective) | 0.82% |
Investment Management Fee | 0.25% |
Performance Fee Costs | 0.08% |
Administration Fees & Costs | 0.19% |
Buy Spread/Sell Spread | -- / -- |