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Morningstar Fund Report

Tasplan Super Short Term Defensive

Retail

Fund Report | Report generated 08 Mar 2021 |

Performance

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Growth of $10,000

Fund
Fund: Tasplan Super Short Term Defensive
Index
Index: Morningstar Aus Msec Moderate TR AUD
Category
Category: Multisector Moderate

Financial Year Total Returns

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Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 25 Jun 2013
Responsible Entity Tasplan Ltd
Fund Manager Tasplan Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Jan 2021)
304.20
Minimum Investment $ 0
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 Jan 2021

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 1.7762
Exit Price $ 1.7762
Exit Price
1 Week Change $
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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 2016) 0.3900
Max Management Fee pa 0.38%
Max Admin Fee pa 0.20%
Performance Fee pa
(30 Jun 2016)
0.03%
Max Brokerage 0.0000