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About

Morningstar Fund Report

ART Super Savings Cash

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Fund Report | Report generated 28 Jun 2022 |

Performance

31 May 2022

Growth of $10,000

Fund
Fund: ART Super Savings Cash
Index
Index: RBA Bank accepted Bills 90 Days
Category
Category: Australian Cash

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 May-22
Fund 2.03 1.33 0.41 0.24
+/- Cat 0.95 0.87 0.27 0.23
+/- Index 0.18 0.62 0.36 0.09

Trailing Total Returns

as at 31 May 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.06 0.05 -0.03 --
3 Month 0.11 0.11 -0.02 --
1 Year 0.27 0.23 0.10 --
3 Year 0.71 0.48 0.37 --
5 Year 1.22 0.70 0.28 --

Risk Analysis

as at 31 May 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 0.16 0.14 0.12
Sharpe Ratio 5.06 -1.12 --
R-Squared 60.63 16.88 --
Beta 1.19 0.67 --
Alpha 0.47 -0.12 --

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)
1,536.30
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
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Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 31 May 2022

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Australian Cash
Entry Price $ 1.9938
Exit Price $ 1.9938
Exit Price
1 Week Change $
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Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at 01 Jul 2020

Total Cost Ratio (Prospective) 0.33%
Investment Management Fee 0.07%
Performance Fee Costs 0.00%
Administration Fees & Costs 0.10%
Buy Spread/Sell Spread -- / --