Morningstar Fund Report
Christian Super Ethical High Growth
Fund Report | Report generated 29 Jan 2022 | 
Performance
31 Dec 2021
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 | Dec-21 | |
|---|---|---|---|---|
| Fund | 7.64 | -0.71 | 24.69 | 8.06 |
| +/- Cat | 0.58 | -0.55 | 1.40 | 2.82 |
| +/- Index | -2.52 | 1.46 | -2.26 | 2.16 |
Trailing Total Returns
as at 31 Dec 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 2.25 | 0.23 | -0.15 | -- |
| 3 Month | 4.26 | 0.88 | 0.01 | -- |
| 1 Year | 20.69 | 3.51 | 1.27 | -- |
| 3 Year | 14.57 | 1.04 | -0.70 | -- |
| 5 Year | 10.65 | 0.86 | -0.52 | -- |
Risk Analysis
as at 31 Dec 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 10.1 | 10.94 | 12.93 |
| Sharpe Ratio | 1.35 | 1.11 | 1.13 |
| R-Squared | 97.69 | 96.41 | -- |
| Beta | 0.77 | 0.83 | -- |
| Alpha | 2.37 | -0.18 | -- |
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 Dec 2021) |
284.41 |
| 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 Dec 2021
| APIR Code | -- |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Aggressive |
| Entry Price $ | 343.0764 |
| Exit Price $ | 343.0764 |
| 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% |