Morningstar Fund Report
REI Super Elite Australian Property
Performance
30 Apr 2022
Growth of $10,000

Fund: REI Super Elite Australian Property

Index: S&P/ASX 300 A-REIT TR

Category: Equity Australia Real Estate
Financial Year Total Returns
-- | -- | -- | -- | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.56 | 0.44 | -0.13 | -- |
3 Month | 3.10 | 0.05 | -0.62 | -- |
1 Year | 11.80 | -1.07 | -4.59 | -- |
3 Year | 5.57 | 0.39 | -1.46 | -- |
5 Year | 7.59 | 1.98 | -0.41 | -- |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 23.09 | 24.42 | 26.77 |
Sharpe Ratio | 0.35 | 0.33 | 0.4 |
R-Squared | 97.94 | 96.51 | -- |
Beta | 0.85 | 0.9 | -- |
Alpha | -0.95 | -1.63 | -- |
Fund Details
Fund Inception | 01 Aug 2006 |
Responsible Entity | REI Superannuation Fund Pty Ltd |
Fund Manager | Morningstar Inv Management Australia Ltd |
Base Currency | $A |
Net Assets $Mil (as at 31 Mar 2022) |
4.44 |
Minimum Investment $ | 50,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
Morningstar Sustainability Rating
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Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Equity Australia Real Estate |
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 30 Jun 2013
Total Cost Ratio (Prospective) | 0.15% |
Investment Management Fee | -- |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |