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About

Morningstar Fund Report

CBUS Super Growth (MySuper)

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Fund Report | Report generated 02 Mar 2021 |  Read the Analyst Research Report

Performance

31 Jan 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-18 Jun-19 Jun-20 Jan-21
Fund 10.95 7.00 0.75 10.15
+/- Cat 0.55 -0.06 0.91 -0.97
+/- Index -1.79 -4.20 1.61 -0.05

Trailing Total Returns

as at 31 Jan 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.47 0.11 0.72 --
3 Month 6.72 -1.59 -1.17 --
1 Year 3.87 0.63 4.53 --
3 Year 6.98 0.28 -1.22 --
5 Year 9.10 0.40 -0.75 --

Risk Analysis

as at 31 Jan 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 7.9 11.44 12.59
Sharpe Ratio 0.75 0.47 0.6
R-Squared 93.66 94.58 --
Beta 0.61 0.89 --
Alpha 1.35 -1.48 --

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 Dec 2020)
48,672.26
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 2020

Domestic Equity 23.451
International Equity 27.755
Listed Property 0.439
Unlisted Property 0.000
Domestic Fixed Interest 10.960
International Fixed Interest 13.902
Cash 3.507
Other 19.986

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) 0.7400
Max Management Fee pa 0.31%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2020)
0.05%
Max Brokerage 0.0000