Morningstar Fund Report
Equip Growth Plus
Performance
31 May 2022
Growth of $10,000

Fund: Equip Growth Plus

Index: Morningstar AUS Agg Tgt Alloc NR AUD

Category: Multisector Aggressive
Financial Year Total Returns
-- | -- | -- | -- | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.46 | -0.13 | 0.25 | -- |
3 Month | -1.60 | -0.47 | 0.05 | -- |
1 Year | 1.19 | -0.59 | 0.18 | -- |
3 Year | 8.80 | 0.67 | 0.52 | -- |
5 Year | 8.97 | 1.38 | 0.52 | -- |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 11.32 | 11.09 | 13.22 |
Sharpe Ratio | 0.77 | 0.66 | 0.64 |
R-Squared | 98.89 | 95.95 | -- |
Beta | 0.85 | 0.82 | -- |
Alpha | 1.51 | 0.17 | -- |
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 $ | 0 |
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 |
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3 Year | |
5 Year | |
10 Year |
Prosective Fees & Costs
as at 01 Oct 2021
Total Cost Ratio (Prospective) | 0.70% |
Investment Management Fee | 0.31% |
Performance Fee Costs | 0.04% |
Administration Fees & Costs | 0.25% |
Buy Spread/Sell Spread | 0.00% / 0.00% |