Morningstar Fund Report
Christian Super Ethical High Growth
Fund Report | Report generated 27 Sep 2021 | 
Performance
31 Aug 2021
Growth of $10,000
Fund: Christian Super Ethical High Growth
Index: Morningstar Aus Msec Aggressive TR AUD
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 
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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 |
|
| 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 | -- / -- |