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About

Morningstar Fund Report

AustralianSuper Stable

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Fund Report | Report generated 12 Aug 2020 |  Read the Analyst Research Report

Performance

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Growth of $10,000

Fund
Fund: AustralianSuper Stable
Index
Index: Morningstar Aus Msec Balanced TR AUD
Category
Category: Multisector Balanced

Financial Year Total Returns

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Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 01 Oct 2001
Responsible Entity AustralianSuper Pty Ltd
Fund Manager AustralianSuper Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Jul 2020)
3,968.61
Minimum Investment $ 10,000
Regular Savings Plan
(Yes/No)
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Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 29 Feb 2020

Domestic Equity 9.355
International Equity 14.391
Listed Property 0.000
Unlisted Property 5.108
Domestic Fixed Interest 16.667
International Fixed Interest 16.410
Cash 29.465
Other 8.604

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Balanced
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
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Morningstar Ratings

Overall 0
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 2019) 0.3100
Max Management Fee pa 0.30%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2019)
0.01%
Max Brokerage 0.0000