Morningstar Fund Report
Plum Superannuation -Pre-mixed Moderate
Fund Report | Report generated 27 Jun 2022 | 
Performance
31 May 2022
Growth of $10,000
Fund: Plum Superannuation -Pre-mixed Moderate
Index: Morningstar AUS Growth Tgt Alloc NR AUD
Category: Multisector Growth
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | May-22 | |
|---|---|---|---|---|
| Fund | 7.53 | -1.68 | 19.24 | 1.68 |
| +/- Cat | 0.93 | -0.52 | 1.96 | 2.69 |
| +/- Index | -2.30 | -0.63 | -1.14 | 4.39 |
Trailing Total Returns
as at 31 May 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -1.26 | -0.10 | 0.36 | 175 / 294 |
| 3 Month | -0.32 | 1.00 | 1.87 | 21 / 294 |
| 1 Year | 3.47 | 2.80 | 3.96 | 18 / 294 |
| 3 Year | 6.72 | 1.19 | 0.56 | 19 / 290 |
| 5 Year | 6.71 | 1.12 | -0.11 | 11 / 231 |
Risk Analysis
as at 31 May 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 7.67 | 8.68 | 10.68 |
| Sharpe Ratio | 0.84 | 0.59 | 0.58 |
| R-Squared | 96.2 | 94.52 | -- |
| Beta | 0.7 | 0.79 | -- |
| Alpha | 2.08 | 0.11 | -- |
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) |
1,460.00 |
| 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 | 32.600 |
| International Equity | 25.700 |
| Listed Property | 4.200 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 18.600 |
| International Fixed Interest | 10.200 |
| Cash | 0.000 |
| Other | 8.700 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at --
| APIR Code | -- |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Growth |
| 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 | -- / -- |