Morningstar Fund Report
ART Super Savings Lifestyle Cash
Performance
30 Apr 2022
Growth of $10,000

Fund: ART Super Savings Lifestyle Cash

Index: RBA Bank accepted Bills 90 Days

Category: Australian Cash
Financial Year Total Returns
-- | -- | -- | -- | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.03 | 0.04 | -0.01 | -- |
3 Month | 0.07 | 0.09 | 0.02 | -- |
1 Year | 0.20 | 0.17 | 0.12 | -- |
3 Year | 0.47 | 0.22 | 0.12 | -- |
5 Year | 0.99 | 0.47 | 0.04 | -- |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 0.09 | 0.13 | 0.13 |
Sharpe Ratio | 1.64 | -1.27 | -- |
R-Squared | 1.4 | 9.23 | -- |
Beta | 0.29 | -0.02 | -- |
Alpha | 0.14 | -0.2 | -- |
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) |
695.75 |
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 | Australian Cash |
Entry Price $ | 1.1260 |
Exit Price $ | 1.1260 |
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) | 0.49% |
Investment Management Fee | 0.21% |
Performance Fee Costs | 0.02% |
Administration Fees & Costs | 0.10% |
Buy Spread/Sell Spread | -- / -- |