Morningstar Fund Report
ART Super Savings Australian Shares
Performance
30 Apr 2022
Growth of $10,000

Fund: ART Super Savings Australian Shares

Index: S&P/ASX 200 TR AUD
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 9.77 | -7.70 | 28.05 | 6.06 |
+/- Cat | -- | -- | -- | -- |
+/- Index | -1.78 | -0.02 | 0.26 | 0.80 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.65 | -- | 0.20 | -- |
3 Month | 6.52 | -- | -1.72 | -- |
1 Year | 10.45 | -- | 0.29 | -- |
3 Year | 9.53 | -- | 0.12 | -- |
5 Year | 9.02 | -- | 0.21 | -- |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 16.54 | -- | 17.65 |
Sharpe Ratio | 0.62 | -- | 0.58 |
R-Squared | 99.23 | -- | -- |
Beta | 0.93 | -- | -- |
Alpha | 0.59 | -- | -- |
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) |
880.18 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
Morningstar Sustainability Rating
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Quick Stats
as at 30 Apr 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Equity Australia Other |
Entry Price $ | 5.7437 |
Exit Price $ | 5.7437 |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
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3 Year | |
5 Year | |
10 Year |
Prosective Fees & Costs
as at 01 Jul 2020
Total Cost Ratio (Prospective) | 0.73% |
Investment Management Fee | 0.27% |
Performance Fee Costs | 0.08% |
Administration Fees & Costs | 0.10% |
Buy Spread/Sell Spread | -- / -- |