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Morningstar Fund Report

CBUS Super Income Stream High Growth

Retail

Fund Report | Report generated 22 May 2022 |  Read the Analyst Research Report

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: CBUS Super Income Stream High Growth
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 4.15 0.49 28.75 0.17
+/- Cat -3.71 3.69 2.98 -1.43
+/- Index -6.01 2.66 1.80 0.17

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -2.24 -0.40 0.08 --
3 Month -1.32 -0.51 -0.02 --
1 Year 4.34 -1.29 -0.08 --
3 Year 9.80 1.73 1.34 --
5 Year 9.37 1.33 0.59 --

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 12.54 12.59 13.2
Sharpe Ratio 0.78 0.66 0.66
R-Squared 98.38 94.15 --
Beta 0.94 0.92 --
Alpha 1.65 0.22 --

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)
157.32
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Jun 2021

Size | Large Style | Blend

Asset Allocation

% as at 30 Sep 2021

Domestic Equity 39.058
International Equity 44.781
Listed Property 1.173
Unlisted Property 4.227
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.000
Other 10.761

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

APIR Code --
Legal Type Allocated Pension
Status Open
Category Multisector Aggressive
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at 01 Jul 2021

Total Cost Ratio (Prospective) 0.27%
Investment Management Fee --
Performance Fee Costs 0.08%
Administration Fees & Costs 0.19%
Buy Spread/Sell Spread -- / --