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About

Morningstar Fund Report

Equip Growth Plus

Retail

Fund Report | Report generated 23 Sep 2021 |

Performance

31 Aug 2021

Growth of $10,000

Fund
Fund: Equip Growth Plus
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
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 0
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 -- / --