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

Fund: ART Super Savings Diversified Bonds

Index: Bloomberg Global Aggregate TR Hdg AUD

Category: Bonds - Global
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 6.57 | 3.38 | 1.50 | -6.79 |
+/- Cat | 1.41 | -0.40 | 1.99 | 0.50 |
+/- Index | -0.66 | -1.80 | 1.66 | 0.86 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.82 | 0.66 | 1.06 | -- |
3 Month | -5.13 | 0.40 | 1.05 | -- |
1 Year | -6.00 | 0.83 | 0.99 | -- |
3 Year | -0.06 | 0.66 | 0.08 | -- |
5 Year | 1.37 | 1.05 | 0.12 | 2 / 14 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 3.55 | 3.82 | 3.95 |
Sharpe Ratio | -0.1 | -0.26 | -0.11 |
R-Squared | 83.31 | 86.75 | -- |
Beta | 0.82 | 0.9 | -- |
Alpha | -0.01 | -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) |
232.27 |
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 | 0.000 |
Domestic Fixed Interest | 29.607 |
International Fixed Interest | 70.393 |
Cash | 0.000 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 30 Apr 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Bonds - Global |
Entry Price $ | 2.8491 |
Exit Price $ | 2.8491 |
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) | 0.60% |
Investment Management Fee | 0.23% |
Performance Fee Costs | 0.03% |
Administration Fees & Costs | 0.10% |
Buy Spread/Sell Spread | -- / -- |