Morningstar Fund Report
Equip Growth Plus
Performance
31 Jan 2021
Growth of $10,000

Fund: Equip Growth Plus

Index: Morningstar Aus Msec Aggressive TR AUD

Category: Multisector Aggressive
Financial Year Total Returns
Jun-18 | Jun-19 | Jun-20 | Jan-21 | |
---|---|---|---|---|
Fund | 15.75 | 6.57 | 1.26 | 13.11 |
+/- Cat | 5.35 | -0.49 | 1.42 | 1.99 |
+/- Index | 3.02 | -4.63 | 2.12 | 2.90 |
Trailing Total Returns
as at 31 Jan 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.70 | 0.34 | 0.95 | -- |
3 Month | 9.33 | 1.02 | 1.44 | -- |
1 Year | 4.90 | 1.66 | 5.56 | -- |
3 Year | 8.46 | 1.76 | 0.26 | -- |
5 Year | 11.54 | 2.84 | 1.69 | -- |
Risk Analysis
as at 31 Jan 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 11.8 | 11.44 | 12.59 |
Sharpe Ratio | 0.65 | 0.47 | 0.6 |
R-Squared | 96.53 | 94.58 | -- |
Beta | 0.92 | 0.89 | -- |
Alpha | 0.74 | -1.48 | -- |
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 30 Sep 2020) |
1,501.77 |
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 |
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3 Year | |
5 Year | |
10 Year |
Fees & Expenses
One-Time
Entry Fee/Contribution Fee | 0.00% |
Exit Fee/Withdrawal Fee | -- |
Buy/Sell Spread | -- |
Annual
ICR pa (--) | -- |
Max Management Fee pa![]() |
0.55% |
Max Admin Fee pa![]() |
0.35% |
Performance Fee pa (--) |
-- |
Max Brokerage | 0.0000 |