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About

Morningstar Fund Report

Suncorp BSuper Per-Hyperion Aus Grwth Co

Retail

Fund Report | Report generated 29 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: Suncorp BSuper Per-Hyperion Aus Grwth Co
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Growth

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 6.71 14.29 37.63 -13.31
+/- Cat -0.83 16.07 7.68 -14.67
+/- Index -4.83 21.97 9.83 -18.57

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -5.94 -3.91 -5.08 49 / 52
3 Month -5.17 -8.89 -13.41 47 / 52
1 Year -9.21 -14.14 -19.37 51 / 52
3 Year 11.95 1.54 2.53 9 / 52
5 Year 10.64 1.56 1.83 5 / 37

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 18.12 16.53 17.65
Sharpe Ratio 0.7 0.64 0.58
R-Squared 43.62 87.15 --
Beta 0.68 0.87 --
Alpha 5.62 1.71 --

Fund Details

Fund Inception 30 May 2016
Responsible Entity Suncorp Portfolio Services Limited
Fund Manager Hyperion Asset Management Limited
Base Currency $A
Net Assets $Mil
(as at 28 Feb 2022)
10.68
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Apr 2022

Size | Large Style | Growth

Asset Allocation

% as at 30 Apr 2022

Domestic Equity 96.950
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 3.050
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 25 May 2022

APIR Code RSA0927AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Large Growth
Entry Price $ 1.9292
Exit Price $ 1.9177
Exit Price
1 Week Change $
-0.0400

Morningstar Ratings

Overall 5
3 Year 4
5 Year 5
10 Year  

Prosective Fees & Costs

as at 03 Jul 2019

Total Cost Ratio (Prospective) 1.50%
Investment Management Fee 0.95%
Performance Fee Costs --
Administration Fees & Costs 0.55%
Buy Spread/Sell Spread 0.30% / 0.30%