Morningstar Fund Report
Christian Super Ethical High Growth
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 2022Total 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 20223-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 |
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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% |