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About

Morningstar Fund Report

Sunsuper Lifecycle Cash Pool

Retail

Fund Report | Report generated 02 Dec 2021 |

Performance

31 Oct 2021

Growth of $10,000

Fund
Fund: Sunsuper Lifecycle Cash Pool
Index
Index: RBA Bank accepted Bills 90 Days
Category
Category: Australian Cash

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Oct-21
Fund 1.72 0.84 0.26 0.07
+/- Cat 0.65 0.38 0.11 0.05
+/- Index -0.13 0.13 0.21 0.06

Trailing Total Returns

as at 31 Oct 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.01 0.02 0.01 8 / 69
3 Month 0.05 0.04 0.05 12 / 68
1 Year 0.18 0.08 0.16 15 / 68
3 Year 0.75 0.30 0.10 9 / 68
5 Year 1.13 0.52 0.02 7 / 66

Risk Analysis

as at 31 Oct 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 0.3 0.18 0.21
Sharpe Ratio 0.38 -1.28 --
R-Squared 1.25 5.36 --
Beta 1.32 0.01 --
Alpha 0.15 -0.26 --

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)
666.90
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 Australian Cash
Entry Price $ 1.1247
Exit Price $ 1.1247
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) 0.33%
Investment Management Fee 0.21%
Performance Fee Costs 0.02%
Administration Fees & Costs 0.10%
Buy Spread/Sell Spread -- / --