Morningstar Fund Report
AustralianSuper High Growth
Fund Report | Report generated 18 May 2022 | 
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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 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 
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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 |
|
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% |