Morningstar Fund Report
Christian Super Ethical High Growth
Fund Report | Report generated 19 Apr 2021 | 
Performance
31 Mar 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-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 
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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 |
|
| 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 | -- |