Morningstar Fund Report
Plum Superannuation -Pre-mixed Assertive
Performance
31 Mar 2022
Growth of $10,000

Fund: Plum Superannuation -Pre-mixed Assertive

Index: Morningstar AUS Agg Tgt Alloc NR AUD

Category: Multisector Aggressive
Financial Year Total Returns
-- | -- | -- | -- | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 31 Mar 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 2.02 | 0.18 | -0.43 | -- |
3 Month | -0.92 | 1.58 | 2.39 | -- |
1 Year | 10.75 | 1.50 | 0.47 | -- |
3 Year | 9.29 | -0.31 | -0.96 | -- |
5 Year | 8.63 | -0.03 | -1.09 | -- |
Risk Analysis
as at 31 Mar 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | -- | -- | -- |
Sharpe Ratio | -- | -- | -- |
R-Squared | -- | -- | -- |
Beta | -- | -- | -- |
Alpha | -- | -- | -- |
Fund Details
Fund Inception | 01 Dec 2003 |
Responsible Entity | PFS Nominees Pty Ltd |
Fund Manager | Plum Financial Sevices Limited |
Base Currency | $A |
Net Assets $Mil (as at 31 May 2021) |
1,079.00 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 30 Jun 2013
Domestic Equity | 36.300 |
International Equity | 37.000 |
Listed Property | 3.100 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 8.800 |
International Fixed Interest | 5.500 |
Cash | 0.000 |
Other | 9.300 |
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 --
Total Cost Ratio (Prospective) | -- |
Investment Management Fee | -- |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |