Morningstar Fund Report
Suncorp BSuper Bus-Hyperion Aus Grwth Co
Performance
30 Apr 2022
Growth of $10,000

Fund: Suncorp BSuper Bus-Hyperion Aus Grwth Co

Index: S&P/ASX 200 TR AUD

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 2022Total 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 20223-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) |
21.38 |
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 | RSA0929AU |
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 |
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3 Year |
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5 Year |
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10 Year |
Prosective Fees & Costs
as at 03 Jul 2019
Total Cost Ratio (Prospective) | 1.55% |
Investment Management Fee | 0.95% |
Performance Fee Costs | -- |
Administration Fees & Costs | 0.60% |
Buy Spread/Sell Spread | 0.30% / 0.30% |