Morningstar Fund Report
Christian Super Ethical High Growth
Fund Report | Report generated 29 Jun 2022 | 
Performance
31 May 2022
Growth of $10,000
Fund: Christian Super Ethical High Growth
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category: Multisector Aggressive
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | May-22 | |
|---|---|---|---|---|
| Fund | 7.64 | -0.71 | 24.69 | 2.20 |
| +/- Cat | 0.58 | -0.55 | 1.40 | 2.59 |
| +/- Index | -2.52 | 1.46 | -2.26 | 3.91 |
Trailing Total Returns
as at 31 May 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -1.89 | -0.56 | -0.18 | -- |
| 3 Month | -0.85 | 0.28 | 0.80 | -- |
| 1 Year | 5.03 | 3.25 | 4.02 | -- |
| 3 Year | 9.39 | 1.26 | 1.11 | -- |
| 5 Year | 8.42 | 0.83 | -0.04 | -- |
Risk Analysis
as at 31 May 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 10.51 | 11.09 | 13.22 |
| Sharpe Ratio | 0.88 | 0.66 | 0.64 |
| R-Squared | 97.69 | 95.95 | -- |
| Beta | 0.79 | 0.82 | -- |
| Alpha | 2.52 | 0.17 | -- |
Fund Details
| Fund Inception | 30 Jun 2001 |
| Responsible Entity | Christian Super Pty Ltd |
| Fund Manager | Christian Super Pty Ltd |
| Base Currency | $A |
| Net Assets $Mil (as at 31 May 2022) |
264.02 |
| Minimum Investment $ | 0 |
| 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 31 May 2022
| APIR Code | -- |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Aggressive |
| Entry Price $ | 324.4954 |
| Exit Price $ | 324.4954 |
| Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
| Overall |
|
| 3 Year | |
| 5 Year | |
| 10 Year |
Prosective Fees & Costs
as at 01 Jul 2021
| Total Cost Ratio (Prospective) | 1.18% |
| Investment Management Fee | 0.35% |
| Performance Fee Costs | -- |
| Administration Fees & Costs | 0.30% |
| Buy Spread/Sell Spread | 0.00% / 0.00% |