Morningstar Fund Report
ART Super Savings Retirement
Fund Report | Report generated 01 Jul 2022 | 
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Performance
31 May 2022
Growth of $10,000
Fund: ART Super Savings Retirement
Index: Morningstar AUS Balance Tgt Alloc NR AUD
Category: Multisector Balanced
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | May-22 | |
|---|---|---|---|---|
| Fund | 7.53 | -1.24 | 14.71 | 1.72 |
| +/- Cat | 2.20 | -1.31 | 1.91 | 3.52 |
| +/- Index | -1.52 | -1.95 | 0.63 | 5.92 |
Trailing Total Returns
as at 31 May 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -0.38 | 0.48 | 0.94 | 9 / 157 |
| 3 Month | -0.84 | 0.84 | 2.26 | 12 / 157 |
| 1 Year | 3.53 | 4.12 | 6.02 | 2 / 157 |
| 3 Year | 5.63 | 1.49 | 1.51 | 6 / 154 |
| 5 Year | 6.03 | 1.82 | 0.88 | 2 / 120 |
Risk Analysis
as at 31 May 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 6.48 | 6.59 | 7.87 |
| Sharpe Ratio | 0.83 | 0.4 | 0.51 |
| R-Squared | 91.43 | 89.65 | -- |
| Beta | 0.79 | 0.8 | -- |
| Alpha | 2.2 | 0.29 | -- |
Fund Details
| Fund Inception | 25 Oct 2002 |
| Responsible Entity | Sunsuper Pty Ltd |
| Fund Manager | Sunsuper Pty Ltd |
| Base Currency | $A |
| Net Assets $Mil (as at 31 Dec 2021) |
2,476.97 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 28 Feb 2019
| Domestic Equity | 19.250 |
| International Equity | 14.250 |
| Listed Property | 0.000 |
| Unlisted Property | 10.000 |
| Domestic Fixed Interest | 8.482 |
| International Fixed Interest | 13.518 |
| Cash | 10.500 |
| Other | 24.000 |
Morningstar Sustainability Rating 
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Quick Stats
as at 31 May 2022
| APIR Code | -- |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Balanced |
| Entry Price $ | 3.3095 |
| Exit Price $ | 3.3095 |
| Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
|
Prosective Fees & Costs
as at 01 Jul 2020
| Total Cost Ratio (Prospective) | 0.90% |
| Investment Management Fee | 0.21% |
| Performance Fee Costs | 0.02% |
| Administration Fees & Costs | 0.10% |
| Buy Spread/Sell Spread | -- / -- |