Morningstar Fund Report
Sunsuper Lifecycle Balanced Pool
Fund Report | Report generated 06 Dec 2021 | 
Performance
31 Oct 2021
Growth of $10,000
Fund: Sunsuper Lifecycle Balanced Pool
Index: Morningstar AUS Agg Tgt Alloc NR AUD
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 
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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 |
|
| 3 Year |
|
| 5 Year |
|
| 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 | -- / -- |