Morningstar Fund Report
ART Super Savings Property
Fund Report | Report generated 17 May 2022 | 
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 2022| Total 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 2022| 3-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 |
|
| 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 | -- / -- |