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About

Morningstar Fund Report

Christian Super Ethical High Growth

Retail

Fund Report | Report generated 27 Sep 2021 |

Performance

31 Aug 2021

Growth of $10,000

Fund
Fund: Christian Super Ethical High Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Aug-21
Fund 7.64 -0.71 24.69 5.57
+/- Cat 0.58 -0.55 1.40 2.10
+/- Index -3.56 0.15 0.00 0.39

Trailing Total Returns

as at 31 Aug 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.21 1.14 0.60 --
3 Month 8.49 2.75 -0.12 --
1 Year 26.21 2.87 -0.39 --
3 Year 10.96 1.07 -0.56 --
5 Year 10.88 0.71 -1.07 --

Risk Analysis

as at 31 Aug 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 10.63 11.51 12.69
Sharpe Ratio 0.96 0.76 0.86
R-Squared 97.16 94.71 --
Beta 0.83 0.88 --
Alpha 1.15 -1.16 --

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 Jul 2021)
262.52
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 31 Aug 2021

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 335.1848
Exit Price $ 335.1848
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at 30 Jun 2016

Total Cost Ratio (Prospective) 0.08%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --