Morningstar Fund Report
AustralianSuper High Growth
Fund Report | Report generated 18 May 2022 |
Read the Analyst Research Report


Performance
30 Apr 2022
Growth of $10,000

Fund: AustralianSuper High Growth

Index: Morningstar AUS Agg Tgt Alloc NR AUD

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 2022Total 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 20223-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 |
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3 Year |
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5 Year |
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10 Year |
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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% |