Morningstar Fund Report
CBUS Super Growth (MySuper)
Fund Report | Report generated 28 Jun 2022 | 
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Performance
31 May 2022
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 | 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) |
-- |
| 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 | -- / -- |