Morningstar Fund Report
Christian Super Pension Ethical High Gr
Fund Report | Report generated 26 Oct 2021 | 
Performance
30 Sep 2021
Growth of $10,000
Fund: Christian Super Pension Ethical High Gr
Index: Morningstar Aus Msec Aggressive TR AUD
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 
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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 |
|
| 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 | -- / -- |