Morningstar Fund Report
AustralianSuper High Growth
Fund Report | Report generated 18 Apr 2021 |
Read the Analyst Research Report


Performance
31 Mar 2021
Growth of $10,000

Fund: AustralianSuper High Growth

Index: Morningstar Aus Msec Aggressive TR AUD

Category: Multisector Aggressive
Financial Year Total Returns
Jun-18 | Jun-19 | Jun-20 | Mar-21 | |
---|---|---|---|---|
Fund | 12.43 | 8.71 | 0.61 | 15.94 |
+/- Cat | 2.03 | 1.65 | 0.77 | 0.05 |
+/- Index | -0.31 | -2.49 | 1.47 | 0.57 |
Trailing Total Returns
as at 31 Mar 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 2.49 | -0.34 | -1.02 | 139 / 163 |
3 Month | 3.58 | -1.08 | -0.85 | 152 / 163 |
1 Year | 27.02 | -1.96 | 0.41 | 92 / 161 |
3 Year | 9.98 | 1.03 | -0.57 | 9 / 135 |
5 Year | 10.84 | 1.43 | 0.08 | 5 / 128 |
Risk Analysis
as at 31 Mar 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 10.6 | 11.45 | 12.6 |
Sharpe Ratio | 0.86 | 0.66 | 0.78 |
R-Squared | 97.24 | 94.2 | -- |
Beta | 0.83 | 0.88 | -- |
Alpha | 0.91 | -1.24 | -- |
Fund Details
Fund Inception | 01 Jul 1996 |
Responsible Entity | AustralianSuper Pty Ltd |
Fund Manager | AustralianSuper Pty Ltd |
Base Currency | $A |
Net Assets $Mil (as at 28 Feb 2021) |
15,516.77 |
Minimum Investment $ | 10,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 Mar 2021
Domestic Equity | 30.542 |
International Equity | 47.723 |
Listed Property | 0.000 |
Unlisted Property | 3.663 |
Domestic Fixed Interest | 0.867 |
International Fixed Interest | 4.839 |
Cash | 4.462 |
Other | 7.903 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | ISF0031AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Aggressive |
Entry Price $ | -- |
Exit Price $ | -- |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
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Fees & Expenses
One-Time
Entry Fee/Contribution Fee | -- |
Exit Fee/Withdrawal Fee | -- |
Buy/Sell Spread | -- |
Annual
ICR pa (30 Jun 2020) | 0.4700 |
Max Management Fee pa![]() |
0.40% |
Max Admin Fee pa![]() |
0.04% |
Performance Fee pa (30 Jun 2020) |
0.03% |
Max Brokerage | 0.0000 |