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About

Morningstar Fund Report

Christian Super MyEthical Super

Retail

Fund Report | Report generated 26 Feb 2021 |

Performance

31 Jan 2021

Growth of $10,000

Fund
Fund: Christian Super MyEthical Super
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
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 2021
Total 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 2021
3-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  Learn more

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 0
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