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About

Morningstar Fund Report

Sunsuper Growth

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Fund Report | Report generated 20 Apr 2021 |  Read the Analyst Research Report

Performance

31 Mar 2021

Growth of $10,000

Fund
Fund: Sunsuper Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-18 Jun-19 Jun-20 Mar-21
Fund 12.30 9.12 -2.42 16.98
+/- Cat 1.90 2.05 -2.26 1.09
+/- Index -0.43 -2.08 -1.57 1.61

Trailing Total Returns

as at 31 Mar 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.36 -0.47 -1.15 143 / 163
3 Month 4.90 0.23 0.46 55 / 163
1 Year 26.39 -2.59 -0.22 102 / 161
3 Year 9.17 0.23 -1.37 31 / 135
5 Year 10.52 1.11 -0.24 11 / 128

Risk Analysis

as at 31 Mar 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 10.18 11.45 12.6
Sharpe Ratio 0.82 0.66 0.78
R-Squared 95.01 94.2 --
Beta 0.79 0.88 --
Alpha 0.55 -1.24 --

Fund Details

Fund Inception 30 Jun 1998
Responsible Entity Sunsuper Pty Ltd
Fund Manager Sunsuper Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Dec 2020)
7,412.98
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
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Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 28 Feb 2019

Domestic Equity 32.500
International Equity 31.500
Listed Property 0.000
Unlisted Property 8.500
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.000
Other 27.500

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 31 Mar 2021

APIR Code ISF0005AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 3.9542
Exit Price $ 3.9542
Exit Price
1 Week Change $
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Morningstar Ratings

Overall 4
3 Year 4
5 Year 5
10 Year 4

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee --
Buy/Sell Spread 0.0000

Annual

ICR pa (30 Jun 2020) 0.2500
Max Management Fee pa 0.21%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2020)
0.01%
Max Brokerage 0.0000