Morningstar Fund Report
ART Super Savings Lifestyle Balanced
Performance
30 Apr 2022
Growth of $10,000

Fund: ART Super Savings Lifestyle Balanced

Index: Morningstar AUS Agg Tgt Alloc NR AUD

Category: Multisector Aggressive
Financial Year Total Returns
-- | -- | -- | -- | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.56 | 1.11 | 1.76 | -- |
3 Month | -0.58 | 0.44 | 0.72 | -- |
1 Year | 6.93 | 2.31 | 2.50 | -- |
3 Year | 7.73 | -0.44 | -0.73 | -- |
5 Year | 8.17 | 0.25 | -0.61 | -- |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 8.32 | 11.15 | 13.2 |
Sharpe Ratio | 0.89 | 0.65 | 0.66 |
R-Squared | 96.1 | 95.88 | -- |
Beta | 0.62 | 0.83 | -- |
Alpha | 2.1 | -0.06 | -- |
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 31 Mar 2022) |
46,792.97 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
Morningstar Sustainability Rating
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Quick Stats
as at 30 Apr 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Aggressive |
Entry Price $ | 2.0202 |
Exit Price $ | 2.0202 |
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 2020
Total Cost Ratio (Prospective) | 0.89% |
Investment Management Fee | 0.21% |
Performance Fee Costs | 0.02% |
Administration Fees & Costs | 0.10% |
Buy Spread/Sell Spread | -- / -- |