Morningstar Fund Report
ART Super Savings Lifestyle Retirement
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 2022Total 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 20223-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 |
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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 | -- / -- |