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About

Morningstar Fund Report

Christian Super Pension Ethical High Gr

Retail

Fund Report | Report generated 26 Oct 2021 |

Performance

30 Sep 2021

Growth of $10,000

Fund
Fund: Christian Super Pension Ethical High Gr
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Sep-21
Fund 8.14 -1.00 26.89 3.87
+/- Cat 0.28 2.20 1.11 2.06
+/- Index -3.06 -0.15 2.20 1.20

Trailing Total Returns

as at 30 Sep 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.94 0.20 0.46 --
3 Month 3.87 2.06 1.20 --
1 Year 27.56 2.34 2.09 --
3 Year 10.94 1.76 0.21 --
5 Year 11.52 1.58 -0.02 --

Risk Analysis

as at 30 Sep 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 11.96 12.91 12.82
Sharpe Ratio 0.87 0.72 0.81
R-Squared 97.27 95.37 --
Beta 0.92 0.98 --
Alpha 0.9 -1.04 --

Fund Details

Fund Inception 15 Oct 2005
Responsible Entity Christian Super Pty Ltd
Fund Manager Christian Super Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Sep 2021)
10.99
Minimum Investment $ 20,000
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 Aug 2021

APIR Code --
Legal Type Allocated Pension
Status Open
Category Multisector Aggressive
Entry Price $ 3.5558
Exit Price $ 3.5558
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at 30 Jun 2016

Total Cost Ratio (Prospective) 0.01%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --