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About

Morningstar Fund Report

Sunsuper Lifecycle Balanced Pool

Retail

Fund Report | Report generated 06 Dec 2021 |

Performance

31 Oct 2021

Growth of $10,000

Fund
Fund: Sunsuper Lifecycle Balanced Pool
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Oct-21
Fund 8.52 -1.69 20.62 2.69
+/- Cat 1.46 -1.53 -2.67 0.15
+/- Index -1.64 0.48 -6.33 0.02

Trailing Total Returns

as at 31 Oct 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.32 -0.42 -0.76 104 / 125
3 Month 1.46 0.31 0.34 19 / 124
1 Year 20.61 -2.61 -6.28 117 / 125
3 Year 9.95 -1.46 -2.91 76 / 121
5 Year 9.84 -0.45 -2.07 42 / 99

Risk Analysis

as at 31 Oct 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 8.28 11.25 13.12
Sharpe Ratio 1.11 0.91 0.94
R-Squared 96.58 96.8 --
Beta 0.62 0.84 --
Alpha 1.54 -0.36 --

Fund Details

Fund Inception 04 Oct 2013
Responsible Entity Sunsuper Pty Ltd
Fund Manager Sunsuper Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Sep 2021)
45,289.04
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 30 Nov 2021

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 2.0320
Exit Price $ 2.0320
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 4
3 Year 3
5 Year 4
10 Year  

Prosective Fees & Costs

as at 01 Jul 2020

Total Cost Ratio (Prospective) 0.73%
Investment Management Fee 0.21%
Performance Fee Costs 0.02%
Administration Fees & Costs 0.10%
Buy Spread/Sell Spread -- / --