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About

Morningstar Fund Report

ART Super Savings Shares

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Fund Report | Report generated 17 Aug 2022 |

Performance

31 Jul 2022

Growth of $10,000

Fund
Fund: ART Super Savings Shares
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-20 Jun-21 Jun-22 Jul-22
Fund -1.73 29.85 -8.40 5.51
+/- Cat -1.57 6.56 -3.03 1.44
+/- Index 0.44 2.90 -0.28 -0.16

Trailing Total Returns

as at 31 Jul 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month 5.51 1.44 -0.16 9 / 120
3 Month -3.38 -0.93 -0.46 99 / 119
1 Year -4.54 -1.67 -0.17 79 / 119
3 Year 6.55 0.55 0.82 10 / 116
5 Year 8.88 1.39 0.49 6 / 92

Risk Analysis

as at 31 Jul 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 14.82 11.64 14.02
Sharpe Ratio 0.48 0.45 0.44
R-Squared 98.88 95.94 --
Beta 1.05 0.81 --
Alpha 0.58 0.08 --

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)
1,499.41
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 50.000
International Equity 50.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.000
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 31 Jul 2022

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 4.1679
Exit Price $ 4.1679
Exit Price
1 Week Change $
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Morningstar Ratings

Overall 4
3 Year 4
5 Year 4
10 Year 4

Prosective Fees & Costs

as at 01 Jul 2020

Total Cost Ratio (Prospective) 0.58%
Investment Management Fee 0.23%
Performance Fee Costs 0.03%
Administration Fees & Costs 0.10%
Buy Spread/Sell Spread -- / --