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About

Morningstar Fund Report

Care Super Growth

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Fund Report | Report generated 18 May 2022 |

Performance

31 Mar 2022

Growth of $10,000

Fund
Fund: Care Super Growth
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

-- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at 31 Mar 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.85 0.01 -0.59 --
3 Month -1.59 0.92 1.73 --
1 Year 9.21 -0.04 -1.07 --
3 Year 9.15 -0.45 -1.10 --
5 Year 8.62 -0.03 -1.10 --

Risk Analysis

as at 31 Mar 2022
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 01 Jul 1999
Responsible Entity CARE Super Pty Ltd
Fund Manager CARE Super Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 28 Feb 2022)
1,318.88
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Aug 2015

Domestic Equity 27.573
International Equity 39.427
Listed Property 0.000
Unlisted Property 12.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.000
Other 20.000

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 22 Dec 2021

Total Cost Ratio (Prospective) 0.89%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs 0.19%
Buy Spread/Sell Spread -- / --