Morningstar Fund Report
Christian Super Pension Ethical Balanced
Performance
31 Mar 2022
Growth of $10,000

Fund: Christian Super Pension Ethical Balanced

Index: Morningstar AUS Balance Tgt Alloc NR AUD

Category: Multisector Balanced
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 6.24 | 0.17 | 14.23 | 3.85 |
+/- Cat | 0.53 | 1.53 | 0.07 | 4.98 |
+/- Index | -2.81 | -0.53 | 0.15 | 6.77 |
Trailing Total Returns
as at 31 Mar 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 1.06 | 0.60 | 0.85 | -- |
3 Month | -1.00 | 1.53 | 2.92 | -- |
1 Year | 9.25 | 4.85 | 5.48 | -- |
3 Year | 7.17 | 1.94 | 1.39 | -- |
5 Year | 6.56 | 1.54 | 0.37 | -- |
Risk Analysis
as at 31 Mar 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | -- | -- | -- |
Sharpe Ratio | -- | -- | -- |
R-Squared | -- | -- | -- |
Beta | -- | -- | -- |
Alpha | -- | -- | -- |
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 Apr 2022) |
53.31 |
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 Balanced |
Entry Price $ | 2.6618 |
Exit Price $ | 2.6618 |
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) | 1.23% |
Investment Management Fee | 0.37% |
Performance Fee Costs | -- |
Administration Fees & Costs | 0.30% |
Buy Spread/Sell Spread | 0.00% / 0.00% |