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About

Morningstar Fund Report

ART Super Savings Lifestyle Retirement

Retail

Fund Report | Report generated 29 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: ART Super Savings Lifestyle Retirement
Index
Index: Morningstar AUS Balance Tgt Alloc NR AUD
Category
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  Learn more

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 0
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 -- / --