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About

Morningstar Fund Report

ART Super Savings Balanced

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Fund Report | Report generated 18 May 2022 |  Read the Analyst Research Report

Performance

31 Mar 2022

Growth of $10,000

Fund
Fund: ART Super Savings Balanced
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 0.79 -1.05 -1.65 119 / 128
3 Month -1.99 0.51 1.32 27 / 128
1 Year 10.01 0.76 -0.27 27 / 127
3 Year 8.65 -0.95 -1.60 52 / 125
5 Year 8.61 -0.05 -1.11 26 / 101

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 30 Jun 1996
Responsible Entity Sunsuper Pty Ltd
Fund Manager Sunsuper Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Dec 2021)
8,947.64
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 25.250
International Equity 26.250
Listed Property 0.000
Unlisted Property 11.000
Domestic Fixed Interest 3.856
International Fixed Interest 6.144
Cash 3.500
Other 24.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 31 Mar 2022

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 4.2558
Exit Price $ 4.2558
Exit Price
1 Week Change $
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Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at 01 Jul 2020

Total Cost Ratio (Prospective) 0.89%
Investment Management Fee 0.21%
Performance Fee Costs 0.02%
Administration Fees & Costs 0.10%
Buy Spread/Sell Spread -- / --