Morningstar Fund Report
Plum Superannuation -Pre-mixed Moderate
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 2022Total 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 20223-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 |
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3 Year |
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5 Year |
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10 Year |
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Prosective Fees & Costs
as at --
Total Cost Ratio (Prospective) | -- |
Investment Management Fee | -- |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |