Morningstar Fund Report
CBUS Super Growth (MySuper)
Fund Report | Report generated 02 Mar 2021 | 
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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 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) |
-- |
| 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 
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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 |
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 |