Learn To Invest
Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

Morningstar Fund Report

Sunsuper Lifecycle Retirement Pool

Retail

Fund Report | Report generated 01 Dec 2021 |

Performance

31 Oct 2021

Growth of $10,000

Fund
Fund: Sunsuper Lifecycle Retirement Pool
Index
Index: Morningstar AUS Balance Tgt Alloc NR AUD
Category
Category: Multisector Balanced

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Oct-21
Fund 7.42 -1.22 14.85 1.91
+/- Cat 2.09 -1.29 2.06 0.86
+/- Index -1.63 -1.93 0.77 1.22

Trailing Total Returns

as at 31 Oct 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.16 -0.29 0.10 137 / 170
3 Month 0.76 0.65 1.48 9 / 167
1 Year 14.47 2.21 1.78 27 / 171
3 Year 7.57 0.81 -0.82 20 / 165
5 Year 7.51 1.57 -0.14 9 / 132

Risk Analysis

as at 31 Oct 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 6.32 6.49 7.6
Sharpe Ratio 1.08 0.74 1.02
R-Squared 92.51 90.75 --
Beta 0.8 0.82 --
Alpha 0.67 -0.65 --

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)
7,107.69
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 31 Oct 2021

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Balanced
Entry Price $ 1.7157
Exit Price $ 1.7157
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 5
3 Year 4
5 Year 5
10 Year  

Prosective Fees & Costs

as at 01 Jul 2020

Total Cost Ratio (Prospective) 0.74%
Investment Management Fee 0.21%
Performance Fee Costs 0.02%
Administration Fees & Costs 0.10%
Buy Spread/Sell Spread -- / --