Morningstar Fund Report
ART Super Savings Shares
Fund Report | Report generated 17 Aug 2022 | 
Performance
31 Jul 2022
Growth of $10,000
Fund: ART Super Savings Shares
Index: Morningstar AUS Agg Tgt Alloc NR AUD
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) |
-- |
| 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 $ |
-- |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
|
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 | -- / -- |