Morningstar Fund Report
AustralianSuper High Growth
Fund Report | Report generated 18 Apr 2021 | 
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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 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 
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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 |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
|
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 |