Morningstar Fund Report
AustralianSuper Pension Australian Shr
Performance
28 Feb 2021
Growth of $10,000

Fund: AustralianSuper Pension Australian Shr

Index: S&P/ASX 200 TR AUD

Category: Equity Australia Large Blend
Financial Year Total Returns
-- | -- | -- | -- | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 28 Feb 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 1.32 | -0.70 | -0.14 | 189 / 238 |
3 Month | 3.23 | -0.13 | 0.23 | 136 / 238 |
1 Year | 7.85 | 0.76 | 1.37 | 95 / 236 |
3 Year | 8.92 | 1.98 | 1.53 | 39 / 230 |
5 Year | 11.91 | 1.83 | 1.18 | 27 / 217 |
Risk Analysis
as at 28 Feb 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 17.17 | 17.65 | 17.78 |
Sharpe Ratio | 0.52 | 0.41 | 0.43 |
R-Squared | 99.68 | 94.29 | -- |
Beta | 0.96 | 0.96 | -- |
Alpha | 1.58 | -0.18 | -- |
Fund Details
Fund Inception | 02 Jan 2008 |
Responsible Entity | AustralianSuper Pty Ltd |
Fund Manager | AustralianSuper Pty Ltd |
Base Currency | $A |
Net Assets $Mil (as at 31 Jan 2021) |
668.29 |
Minimum Investment $ | 10,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 31 Mar 2012

Size | Large Style | Blend
Asset Allocation
% as at 31 Jan 2021
Domestic Equity | 98.917 |
International Equity | 0.000 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 1.083 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Allocated Pension |
Status | Open |
Category | Equity Australia Large Blend |
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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Fees & Expenses
One-Time
Entry Fee/Contribution Fee | -- |
Exit Fee/Withdrawal Fee | -- |
Buy/Sell Spread | -- |
Annual
ICR pa (30 Jun 2020) | 0.2900 |
Max Management Fee pa![]() |
0.18% |
Max Admin Fee pa![]() |
0.11% |
Performance Fee pa (30 Jun 2020) |
0.00% |
Max Brokerage | 0.0000 |