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About

Morningstar Fund Report

Christian Super Ethical High Growth

Retail

Fund Report | Report generated 29 Jan 2022 |

Performance

31 Dec 2021

Growth of $10,000

Fund
Fund: Christian Super Ethical High Growth
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
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  Learn more

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 0
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%