Morningstar Fund Report
ART Super Savings Lifestyle Retirement
Fund Report | Report generated 29 May 2022 | 
Performance
30 Apr 2022
Growth of $10,000
Fund: ART Super Savings Lifestyle Retirement
Index: Morningstar AUS Balance Tgt Alloc NR AUD
Category: Multisector Balanced
Financial Year Total Returns
| -- | -- | -- | -- | |
|---|---|---|---|---|
| Fund | -- | -- | -- | -- |
| +/- Cat | -- | -- | -- | -- |
| +/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 30 Apr 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -0.46 | 0.89 | 1.54 | -- |
| 3 Month | -1.06 | 0.61 | 1.89 | -- |
| 1 Year | 5.08 | 3.99 | 5.32 | -- |
| 3 Year | 5.71 | 1.41 | 1.14 | -- |
| 5 Year | 6.23 | 1.79 | 0.75 | -- |
Risk Analysis
as at 30 Apr 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 6.4 | 6.57 | 7.81 |
| Sharpe Ratio | 0.84 | 0.42 | 0.57 |
| R-Squared | 91.68 | 89.48 | -- |
| Beta | 0.78 | 0.81 | -- |
| Alpha | 1.94 | 0.04 | -- |
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 Dec 2021) |
7,500.19 |
| 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 Balanced |
| Entry Price $ | 1.7175 |
| Exit Price $ | 1.7175 |
| 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) | 0.90% |
| Investment Management Fee | 0.21% |
| Performance Fee Costs | 0.02% |
| Administration Fees & Costs | 0.10% |
| Buy Spread/Sell Spread | -- / -- |