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About

Morningstar Fund Report

CBUS Super Growth (MySuper)

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Fund Report | Report generated 22 Sep 2021 |  Read the Analyst Research Report

Performance

31 Aug 2021

Growth of $10,000

Fund
Fund: CBUS Super Growth (MySuper)
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Aug-21
Fund 7.00 0.75 19.34 2.43
+/- Cat -0.06 0.91 -3.95 -1.04
+/- Index -4.20 1.61 -5.35 -2.75

Trailing Total Returns

as at 31 Aug 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.50 -0.56 -1.11 --
3 Month 4.78 -0.96 -3.83 --
1 Year 18.28 -5.07 -8.32 --
3 Year 8.96 -0.92 -2.56 --
5 Year 9.72 -0.44 -2.22 --

Risk Analysis

as at 31 Aug 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 7.99 11.51 12.69
Sharpe Ratio 1.02 0.76 0.86
R-Squared 93.96 94.71 --
Beta 0.61 0.88 --
Alpha 1.45 -1.16 --

Fund Details

Fund Inception 01 Jul 1984
Responsible Entity United Super Pty Ltd
Fund Manager CBUS Super
Base Currency $A
Net Assets $Mil
(as at 31 Jul 2021)
54,817.29
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
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Cash Distributions --

Current Investment Style

as at 31 Dec 2020

Size | Large Style | Blend

Asset Allocation

% as at 30 Jun 2021

Domestic Equity 22.777
International Equity 33.179
Listed Property 2.622
Unlisted Property 10.159
Domestic Fixed Interest 12.844
International Fixed Interest 6.231
Cash 1.385
Other 10.804

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 30 Jun 2020

Total Cost Ratio (Prospective) 0.85%
Investment Management Fee 0.26%
Performance Fee Costs 0.05%
Administration Fees & Costs 0.19%
Buy Spread/Sell Spread -- / --