Morningstar Fund Report
FIRSTSUPER Balanced
Performance
30 Apr 2022
Growth of $10,000

Fund: FIRSTSUPER Balanced

Index: Morningstar AUS Growth Tgt Alloc NR AUD

Category: Multisector Growth
Financial Year Total Returns
-- | -- | -- | -- | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.97 | 0.31 | 1.08 | -- |
3 Month | 0.28 | 1.40 | 1.94 | -- |
1 Year | -- | -- | -- | -- |
3 Year | -- | -- | -- | -- |
5 Year | -- | -- | -- | -- |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | -- | -- | -- |
Sharpe Ratio | -- | -- | -- |
R-Squared | -- | -- | -- |
Beta | -- | -- | -- |
Alpha | -- | -- | -- |
Fund Details
Fund Inception | 01 Jul 2008 |
Responsible Entity | First Super Pty Ltd |
Fund Manager | First Super Pty Ltd |
Base Currency | $A |
Net Assets $Mil (as at 31 Mar 2015) |
2,091.55 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 Mar 2017
Domestic Equity | 31.429 |
International Equity | 20.223 |
Listed Property | 0.000 |
Unlisted Property | 10.629 |
Domestic Fixed Interest | 10.852 |
International Fixed Interest | 11.053 |
Cash | 4.739 |
Other | 11.074 |
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 | -- / -- |