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About

Morningstar Fund Report

CBUS Super High Growth

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Fund Report | Report generated 20 Jan 2022 |  Read the Analyst Research Report

Performance

31 Dec 2021

Growth of $10,000

Fund
Fund: CBUS Super High Growth
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Dec-21
Fund 7.11 0.63 25.95 4.55
+/- Cat 0.04 0.79 2.66 -0.69
+/- Index -3.05 2.80 -1.00 -1.35

Trailing Total Returns

as at 31 Dec 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.55 -0.47 -0.85 --
3 Month 3.01 -0.38 -1.24 --
1 Year 16.46 -0.72 -2.95 --
3 Year 14.18 0.66 -1.08 --
5 Year 11.33 1.53 0.15 --

Risk Analysis

as at 31 Dec 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 10.85 10.94 12.93
Sharpe Ratio 1.23 1.11 1.13
R-Squared 97.99 96.41 --
Beta 0.83 0.83 --
Alpha 1.25 -0.18 --

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 Dec 2021)
4,615.40
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
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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 $
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Morningstar Ratings

Overall 0
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 -- / --