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About

Morningstar Fund Report

Christian Super Pension Ethical High Gr

Retail

Fund Report | Report generated 31 Jul 2021 |

Performance

30 Jun 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 Jun-21
Fund 8.14 -1.00 26.89 26.89
+/- Cat 0.28 2.20 1.07 1.07
+/- Index -3.06 -0.15 2.20 2.20

Trailing Total Returns

as at 30 Jun 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.66 0.21 -0.60 --
3 Month 7.96 0.90 -0.11 --
1 Year 26.89 1.07 2.19 --
3 Year 10.75 1.23 -0.44 --
5 Year 11.41 1.11 -0.17 --

Risk Analysis

as at 30 Jun 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 11.75 12.62 12.66
Sharpe Ratio 0.86 0.74 0.84
R-Squared 97.26 95.26 --
Beta 0.92 0.97 --
Alpha 0.38 -1.06 --

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 Jun 2021)
11.26
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 30 Jun 2021

APIR Code --
Legal Type Allocated Pension
Status Open
Category Multisector Aggressive
Entry Price $ 3.3570
Exit Price $ 3.3570
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 0.00%
Buy/Sell Spread 0.0000

Annual

ICR pa (30 Jun 2020) 1.0800
Max Management Fee pa 0.65%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2020)
--
Max Brokerage --