Morningstar Fund Report
Suncorp BSuper Bus-Hyperion Aus Grwth Co
Fund Report | Report generated 28 May 2022 | 
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 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) |
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 |
|
| 3 Year |
|
| 5 Year |
|
| 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% |