Morningstar Fund Report
CBUS Super Growth (MySuper)
Fund Report | Report generated 20 Jan 2022 | 
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Performance
31 Dec 2021
Growth of $10,000
Fund: CBUS Super Growth (MySuper)
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category: Multisector Aggressive
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Dec-21 | |
|---|---|---|---|---|
| Fund | 7.00 | 0.75 | 19.34 | 3.82 |
| +/- Cat | -0.06 | 0.91 | -3.95 | -1.42 |
| +/- Index | -3.16 | 2.92 | -7.61 | -2.07 |
Trailing Total Returns
as at 31 Dec 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 1.42 | -0.60 | -0.98 | -- |
| 3 Month | 2.44 | -0.95 | -1.81 | -- |
| 1 Year | 13.01 | -4.17 | -6.41 | -- |
| 3 Year | 10.97 | -2.56 | -4.30 | -- |
| 5 Year | 9.32 | -0.47 | -1.85 | -- |
Risk Analysis
as at 31 Dec 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 7.69 | 10.94 | 12.93 |
| Sharpe Ratio | 1.33 | 1.11 | 1.13 |
| R-Squared | 97.04 | 96.41 | -- |
| Beta | 0.59 | 0.83 | -- |
| Alpha | 1.65 | -0.18 | -- |
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 30 Nov 2021) |
56,014.35 |
| 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 | 21.863 |
| International Equity | 33.507 |
| Listed Property | 2.583 |
| Unlisted Property | 9.485 |
| Domestic Fixed Interest | 12.226 |
| International Fixed Interest | 7.204 |
| Cash | 1.668 |
| Other | 11.463 |
Morningstar Sustainability Rating 
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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 |
|
| 3 Year | |
| 5 Year | |
| 10 Year |
Prosective Fees & Costs
as at 02 Oct 2021
| Total Cost Ratio (Prospective) | 0.78% |
| Investment Management Fee | 0.23% |
| Performance Fee Costs | 0.06% |
| Administration Fees & Costs | 0.19% |
| Buy Spread/Sell Spread | -- / -- |