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About

Morningstar Fund Report

AustralianSuper High Growth

Retail

Fund Report | Report generated 18 Apr 2021 |  Read the Analyst Research Report

Performance

31 Mar 2021

Growth of $10,000

Fund
Fund: AustralianSuper High Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
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 2021
Total 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 2021
3-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 5
3 Year 5
5 Year 5
10 Year 5

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