Morningstar Fund Report
ART Super Savings Property
Performance
31 Mar 2022
Growth of $10,000

Fund: ART Super Savings Property

Index: FTSE EPRA Nareit Developed NR Hdg AUD

Category: Equity Global Real Estate
Financial Year Total Returns
-- | -- | -- | -- | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 31 Mar 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 1.62 | -2.97 | -3.10 | 40 / 40 |
3 Month | -0.06 | 2.74 | 3.47 | 3 / 40 |
1 Year | 15.29 | -2.35 | -0.37 | 22 / 38 |
3 Year | 7.93 | 2.63 | 3.71 | 8 / 38 |
5 Year | 8.39 | 2.16 | 2.50 | 3 / 28 |
Risk Analysis
as at 31 Mar 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | -- | -- | -- |
Sharpe Ratio | -- | -- | -- |
R-Squared | -- | -- | -- |
Beta | -- | -- | -- |
Alpha | -- | -- | -- |
Fund Details
Fund Inception | 02 Jul 2007 |
Responsible Entity | Sunsuper Pty Ltd |
Fund Manager | Sunsuper Pty Ltd |
Base Currency | $A |
Net Assets $Mil (as at 31 Dec 2021) |
178.64 |
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 | 0.000 |
International Equity | 0.000 |
Listed Property | 0.000 |
Unlisted Property | 100.000 |
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 Mar 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Equity Global Real Estate |
Entry Price $ | 2.0376 |
Exit Price $ | 2.0376 |
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) | 0.97% |
Investment Management Fee | 0.13% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | 0.10% |
Buy Spread/Sell Spread | -- / -- |