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About

Morningstar Fund Report

Christian Super Ethical High Growth

Retail

Fund Report | Report generated 19 Apr 2021 |

Performance

31 Mar 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-18 Jun-19 Jun-20 Mar-21
Fund 10.31 7.64 -0.71 15.78
+/- Cat -0.09 0.58 -0.55 -0.12
+/- Index -2.43 -3.56 0.15 0.40

Trailing Total Returns

as at 31 Mar 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.29 -0.54 -1.22 --
3 Month 3.71 -0.96 -0.73 --
1 Year 26.27 -2.71 -0.34 --
3 Year 8.72 -0.22 -1.83 --
5 Year 9.21 -0.20 -1.55 --

Risk Analysis

as at 31 Mar 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 10.37 11.45 12.6
Sharpe Ratio 0.76 0.66 0.78
R-Squared 97.29 94.2 --
Beta 0.81 0.88 --
Alpha -0.1 -1.24 --

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 Mar 2021)
243.74
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 Mar 2021

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 294.8064
Exit Price $ 294.8064
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.0000

Annual

ICR pa (30 Jun 2020) 1.1100
Max Management Fee pa 0.65%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2020)
--
Max Brokerage --