Morningstar Fund Report
CBUS Super Inc Stream Cash Savings
Performance
30 Apr 2022
Growth of $10,000

Fund: CBUS Super Inc Stream Cash Savings

Index: RBA Bank accepted Bills 90 Days

Category: Australian Cash
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 2.16 | 0.93 | 0.14 | 0.14 |
+/- Cat | 0.74 | 0.20 | -0.05 | 0.11 |
+/- Index | 0.31 | 0.22 | 0.10 | 0.06 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.00 | 0.01 | -0.03 | -- |
3 Month | -0.01 | -0.01 | -0.06 | -- |
1 Year | 0.19 | 0.12 | 0.11 | -- |
3 Year | 0.51 | 0.11 | 0.15 | -- |
5 Year | 1.10 | 0.38 | 0.15 | -- |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 0.16 | 0.2 | 0.13 |
Sharpe Ratio | 2.3 | -0.07 | -- |
R-Squared | 46.15 | 16.37 | -- |
Beta | 1.53 | 1.54 | -- |
Alpha | 0.24 | 0.08 | -- |
Fund Details
Fund Inception | 01 Jul 2009 |
Responsible Entity | United Super Pty Ltd |
Fund Manager | CBUS Super |
Base Currency | $A |
Net Assets $Mil (as at 30 Apr 2022) |
149.68 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 30 Sep 2021
Domestic Equity | 0.000 |
International Equity | 0.000 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 100.000 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Allocated Pension |
Status | Open |
Category | Australian Cash |
Entry Price $ | -- |
Exit Price $ | -- |
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) | 0.19% |
Investment Management Fee | -- |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | 0.19% |
Buy Spread/Sell Spread | -- / -- |