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Morningstar Fund Report

Christian Super Pension Ethical Growth

Retail

Fund Report | Report generated 25 Oct 2021 |

Performance

30 Sep 2021

Growth of $10,000

Fund
Fund: Christian Super Pension Ethical Growth
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Sep-21
Fund 7.04 0.09 19.06 3.27
+/- Cat -0.46 2.06 -0.48 1.76
+/- Index -3.53 0.73 -0.43 1.08

Trailing Total Returns

as at 30 Sep 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.09 0.58 1.03 --
3 Month 3.27 1.76 1.08 --
1 Year 20.16 0.85 0.32 --
3 Year 8.69 0.89 -0.51 --
5 Year 8.96 0.96 -0.47 --

Risk Analysis

as at 30 Sep 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 8.04 9.96 10.74
Sharpe Ratio 0.99 0.73 0.81
R-Squared 95.36 94.07 --
Beta 0.73 0.9 --
Alpha 1.6 -0.65 --

Fund Details

Fund Inception 30 Jun 2005
Responsible Entity Christian Super Pty Ltd
Fund Manager Christian Super Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Sep 2021)
53.06
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 Growth
Entry Price $ 3.0469
Exit Price $ 3.0469
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 -- / --