Morningstar Fund Report
FIRSTSUPER Balanced
Fund Report | Report generated 29 Jun 2022 | 
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 2022| Total 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 2022| 3-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 | -- / -- |