Morningstar Fund Report
Christian Super Pension Ethical Stable
Performance
30 Apr 2022
Growth of $10,000

Fund: Christian Super Pension Ethical Stable

Index: Morningstar AUS Mod Tgt Alloc NR AUD

Category: Multisector Moderate
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 5.66 | 0.23 | 8.82 | 2.67 |
+/- Cat | 0.08 | 0.02 | 1.13 | 4.28 |
+/- Index | -2.57 | -1.28 | 0.76 | 6.70 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.24 | 0.83 | 1.48 | -- |
3 Month | 0.07 | 2.17 | 3.61 | -- |
1 Year | 4.22 | 4.30 | 6.40 | -- |
3 Year | 4.39 | 1.80 | 1.85 | -- |
5 Year | 4.59 | 1.48 | 0.89 | -- |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 4.64 | 4.7 | 5.48 |
Sharpe Ratio | 0.87 | 0.39 | 0.42 |
R-Squared | 80.42 | 89.46 | -- |
Beta | 0.76 | 0.82 | -- |
Alpha | 2.3 | 0.19 | -- |
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) |
41.71 |
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 Moderate |
Entry Price $ | 2.5731 |
Exit Price $ | 2.5731 |
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) | 1.19% |
Investment Management Fee | 0.36% |
Performance Fee Costs | -- |
Administration Fees & Costs | 0.30% |
Buy Spread/Sell Spread | 0.00% / 0.00% |