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About

Morningstar Fund Report

Christian Super Pension Ethical Growth

Retail

Fund Report | Report generated 03 Aug 2021 |

Performance

30 Jun 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 Jun-21
Fund 7.04 0.09 19.06 19.06
+/- Cat -0.46 2.06 -0.47 -0.47
+/- Index -3.53 0.73 -0.43 -0.43

Trailing Total Returns

as at 30 Jun 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.05 0.16 -0.69 --
3 Month 6.04 0.39 -0.72 --
1 Year 19.06 -0.47 -0.43 --
3 Year 8.45 0.45 -1.04 --
5 Year 8.84 0.56 -0.62 --

Risk Analysis

as at 30 Jun 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 7.88 9.88 10.59
Sharpe Ratio 0.96 0.74 0.83
R-Squared 95.33 94.61 --
Beta 0.73 0.91 --
Alpha 1.17 -0.73 --

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 Jun 2021)
48.64
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 Growth
Entry Price $ 2.9182
Exit Price $ 2.9182
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) 1.2700
Max Management Fee pa 0.70%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2020)
--
Max Brokerage --