Morningstar Fund Report
CBUS Super Growth (MySuper)
Fund Report | Report generated 22 Sep 2021 | 
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Performance
31 Aug 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-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) |
-- |
| 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 
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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 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 | -- / -- |