Morningstar Fund Report
ART Super Savings Retirement
Fund Report | Report generated 01 Jul 2022 |
Read the Analyst Research Report


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 2022Total 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 20223-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 |
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3 Year |
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5 Year |
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10 Year |
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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 | -- / -- |