Morningstar Fund Report
CBUS Super Growth (MySuper)
Fund Report | Report generated 02 Mar 2021 |
Read the Analyst Research Report


Performance
31 Jan 2021
Growth of $10,000

Fund: CBUS Super Growth (MySuper)

Index: Morningstar Aus Msec Aggressive TR AUD

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 2021Total 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 20213-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) |
-- |
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 |
![]() |
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 |