Morningstar Fund Report
Sunsuper Lifecycle Retirement Pool
Fund Report | Report generated 01 Dec 2021 | 
Performance
31 Oct 2021
Growth of $10,000
Fund: Sunsuper Lifecycle Retirement Pool
Index: Morningstar AUS Balance Tgt Alloc NR AUD
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 |
|
| 3 Year |
|
| 5 Year |
|
| 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 | -- / -- |