Morningstar Fund Report
Christian Super Pension Ethical High Gr
Performance
30 Apr 2022
Growth of $10,000

Fund: Christian Super Pension Ethical High Gr

Index: Morningstar AUS Agg Tgt Alloc NR AUD

Category: Multisector Aggressive
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 8.14 | -1.00 | 26.89 | 3.96 |
+/- Cat | 0.28 | 2.20 | 1.11 | 2.36 |
+/- Index | -2.02 | 1.17 | -0.06 | 3.95 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.50 | 0.34 | 0.82 | -- |
3 Month | 0.47 | 1.28 | 1.77 | -- |
1 Year | 7.96 | 2.32 | 3.53 | -- |
3 Year | 10.19 | 2.11 | 1.73 | -- |
5 Year | 9.61 | 1.57 | 0.82 | -- |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 11.55 | 12.59 | 13.2 |
Sharpe Ratio | 0.87 | 0.66 | 0.66 |
R-Squared | 98.19 | 94.15 | -- |
Beta | 0.87 | 0.92 | -- |
Alpha | 2.53 | 0.22 | -- |
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 Apr 2022) |
11.43 |
Minimum Investment $ | 20,000 |
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 30 Apr 2022
APIR Code | -- |
Legal Type | Allocated Pension |
Status | Open |
Category | Multisector Aggressive |
Entry Price $ | 3.4900 |
Exit Price $ | 3.4900 |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
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3 Year | |
5 Year | |
10 Year |
Prosective Fees & Costs
as at 01 Jul 2021
Total Cost Ratio (Prospective) | 1.17% |
Investment Management Fee | 0.39% |
Performance Fee Costs | -- |
Administration Fees & Costs | 0.30% |
Buy Spread/Sell Spread | 0.00% / 0.00% |