Morningstar Fund Report
Christian Super MyEthical Super
Performance
31 Jan 2021
Growth of $10,000

Fund: Christian Super MyEthical Super

Index: Morningstar Aus Msec Growth TR AUD

Category: Multisector Growth
Financial Year Total Returns
Jun-18 | Jun-19 | Jun-20 | Jan-21 | |
---|---|---|---|---|
Fund | 7.66 | 6.56 | 0.37 | 8.22 |
+/- Cat | -0.10 | -0.05 | 1.53 | -0.27 |
+/- Index | -2.81 | -4.01 | 1.02 | -0.20 |
Trailing Total Returns
as at 31 Jan 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.17 | 0.02 | 0.56 | -- |
3 Month | 5.37 | -1.08 | -0.91 | -- |
1 Year | 3.19 | 2.03 | 3.61 | -- |
3 Year | 5.66 | 0.50 | -1.64 | -- |
5 Year | 7.03 | 0.37 | -1.33 | -- |
Risk Analysis
as at 31 Jan 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 6.93 | 8.93 | -- |
Sharpe Ratio | 0.67 | 0.48 | -- |
R-Squared | 95.91 | 94.04 | -- |
Beta | 0.65 | 0.83 | -- |
Alpha | 0.43 | -1.18 | -- |
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 Jan 2021) |
1,058.46 |
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 Jan 2021
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Growth |
Entry Price $ | 285.1670 |
Exit Price $ | 285.1670 |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
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3 Year | |
5 Year | |
10 Year |
Fees & Expenses
One-Time
Entry Fee/Contribution Fee | 0.00% |
Exit Fee/Withdrawal Fee | -- |
Buy/Sell Spread | 0.0000 |
Annual
ICR pa (30 Jun 2020) | 1.2700 |
Max Management Fee pa![]() |
0.75% |
Max Admin Fee pa![]() |
0.00% |
Performance Fee pa (30 Jun 2020) |
-- |
Max Brokerage | 0.0000 |