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About

Morningstar Fund Report

AustralianSuper High Growth

Retail

Fund Report | Report generated 18 May 2022 |  Read the Analyst Research Report

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: AustralianSuper High Growth
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 8.71 0.61 24.35 0.79
+/- Cat 1.65 0.77 1.05 -0.13
+/- Index -1.44 2.78 -2.60 0.78

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.91 -0.24 0.41 76 / 122
3 Month -1.36 -0.35 -0.06 87 / 122
1 Year 5.13 0.51 0.70 29 / 122
3 Year 8.90 0.73 0.44 7 / 119
5 Year 9.21 1.28 0.43 4 / 95

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 10.37 11.15 13.2
Sharpe Ratio 0.84 0.65 0.66
R-Squared 98.51 95.88 --
Beta 0.78 0.83 --
Alpha 1.97 -0.06 --

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 30 Apr 2022)
21,797.07
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2022

Domestic Equity 29.887
International Equity 46.770
Listed Property 1.773
Unlisted Property 5.021
Domestic Fixed Interest 0.335
International Fixed Interest 2.097
Cash 1.241
Other 12.877

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 5
3 Year 5
5 Year 5
10 Year 5

Prosective Fees & Costs

as at 03 Sep 2021

Total Cost Ratio (Prospective) 0.82%
Investment Management Fee 0.34%
Performance Fee Costs 0.21%
Administration Fees & Costs 0.04%
Buy Spread/Sell Spread 0.00% / 0.00%