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About

Morningstar Fund Report

CBUS Super Growth (MySuper)

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Fund Report | Report generated 28 Jun 2022 |  Read the Analyst Research Report

Performance

31 May 2022

Growth of $10,000

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

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 May-22
Fund 7.00 0.75 19.34 -0.97
+/- Cat -0.06 0.91 -3.95 -0.58
+/- Index -3.16 2.92 -7.61 0.74

Trailing Total Returns

as at 31 May 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.07 0.26 0.64 --
3 Month -1.40 -0.27 0.25 --
1 Year 1.31 -0.47 0.29 --
3 Year 6.96 -1.17 -1.32 --
5 Year 7.21 -0.38 -1.24 --

Risk Analysis

as at 31 May 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 7.95 11.09 13.22
Sharpe Ratio 0.84 0.66 0.64
R-Squared 97.29 95.95 --
Beta 0.59 0.82 --
Alpha 1.66 0.17 --

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 May 2022)
58,485.26
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 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  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) 0.78%
Investment Management Fee 0.23%
Performance Fee Costs 0.06%
Administration Fees & Costs 0.19%
Buy Spread/Sell Spread -- / --