Morningstar Fund Report
SuperLife Invest Australian Top 20
Performance
30 Apr 2022
Growth of $10,000

Fund: SuperLife Invest Australian Top 20

Index: S&P/ASX 300 TR AUD

Category: Equity Region Australia
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | -13.48 | 42.91 | 13.00 | 0.70 |
+/- Cat | 0.01 | 1.08 | -0.17 | 0.71 |
+/- Index | 1.81 | -2.82 | -1.37 | 0.14 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.70 | 0.71 | 0.14 | 10 / 28 |
3 Month | 11.15 | 3.54 | 0.70 | 5 / 28 |
1 Year | 11.38 | 1.65 | -0.66 | 11 / 28 |
3 Year | 10.78 | -0.11 | -0.22 | 10 / 26 |
5 Year | 7.96 | -1.25 | -1.13 | 11 / 24 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 17.62 | 19.44 | -- |
Sharpe Ratio | 0.64 | 0.59 | -- |
R-Squared | 95.67 | 86.95 | -- |
Beta | 0.93 | 0.98 | -- |
Alpha | 0.43 | -0.33 | -- |
Fund Details
Fund Inception | 28 Oct 2016 |
Responsible Entity | SmartShares Limited |
Fund Manager | SmartShares Limited |
Base Currency | $NZ |
Net Assets $Mil (as at 29 Apr 2022) |
8.08 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 30 Apr 2022

Size | Large Style | Blend
Asset Allocation
% as at 30 Apr 2022
Domestic Equity | 0.000 |
International Equity | 99.532 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 0.401 |
Other | 0.067 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Investment Trusts |
Status | Open |
Category | Equity Region Australia |
Entry Price $ | -- |
Exit Price $ | -- |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
Prosective Fees & Costs
as at 03 Nov 2021
Total Cost Ratio (Prospective) | 0.49% |
Investment Management Fee | 0.48% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |