Morningstar Fund Report
Equip Growth Plus
Fund Report | Report generated 23 Sep 2021 | 
Performance
31 Aug 2021
Growth of $10,000
Fund: Equip Growth Plus
Index: Morningstar Aus Msec Aggressive TR AUD
Category: Multisector Aggressive
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Aug-21 | |
|---|---|---|---|---|
| Fund | 6.57 | 1.26 | 25.21 | 3.60 |
| +/- Cat | -0.49 | 1.42 | 1.92 | 0.12 |
| +/- Index | -4.63 | 2.12 | 0.52 | -1.59 |
Trailing Total Returns
as at 31 Aug 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 2.43 | 0.36 | -0.18 | -- |
| 3 Month | 6.48 | 0.74 | -2.13 | -- |
| 1 Year | 24.60 | 1.25 | -2.00 | -- |
| 3 Year | 10.71 | 0.83 | -0.80 | -- |
| 5 Year | 12.44 | 2.28 | 0.50 | -- |
Risk Analysis
as at 31 Aug 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 11.73 | 11.51 | 12.69 |
| Sharpe Ratio | 0.86 | 0.76 | 0.86 |
| R-Squared | 96.09 | 94.71 | -- |
| Beta | 0.91 | 0.88 | -- |
| Alpha | 0.18 | -1.16 | -- |
Fund Details
| Fund Inception | 31 Jul 1997 |
| Responsible Entity | Equipsuper Pty Ltd |
| Fund Manager | Equipsuper Pty Ltd |
| Base Currency | $A |
| Net Assets $Mil (as at 31 Mar 2021) |
1,787.60 |
| Minimum Investment $ | 25,000 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 Mar 2014
| Domestic Equity | 53.000 |
| International Equity | 47.000 |
| Listed Property | 0.000 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 0.000 |
| International Fixed Interest | 0.000 |
| Cash | 0.000 |
| Other | 0.000 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at --
| APIR Code | -- |
| 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 --
| Total Cost Ratio (Prospective) | -- |
| Investment Management Fee | -- |
| Performance Fee Costs | -- |
| Administration Fees & Costs | -- |
| Buy Spread/Sell Spread | -- / -- |