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About

Morningstar Fund Report

Suncorp BSuper Per-Ironbark Paladin Pr S

Retail

Fund Report | Report generated 26 May 2022 |  Read the Analyst Research Report

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: Suncorp BSuper Per-Ironbark Paladin Pr S
Index
Index: S&P/ASX 300 A-REIT TR
Category
Category: Equity Australia Real Estate

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 14.78 -13.99 31.29 8.04
+/- Cat 0.95 5.65 2.26 1.65
+/- Index -4.61 6.72 -2.62 -0.29

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.66 0.54 -0.03 9 / 103
3 Month 3.16 0.11 -0.56 37 / 103
1 Year 15.55 2.67 -0.84 2 / 103
3 Year 8.57 3.40 1.55 2 / 103
5 Year 8.69 3.08 0.69 1 / 81

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 22.28 24.42 26.77
Sharpe Ratio 0.48 0.33 0.4
R-Squared 98.82 96.51 --
Beta 0.83 0.9 --
Alpha 1.9 -1.63 --

Fund Details

Fund Inception 30 May 2016
Responsible Entity Suncorp Portfolio Services Limited
Fund Manager Ironbark Asset Management Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 28 Feb 2022)
14.95
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Jan 2022

Size | Large Style | Blend

Asset Allocation

% as at 28 Feb 2022

Domestic Equity 0.000
International Equity 0.000
Listed Property 98.415
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.588
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 20 May 2022

APIR Code RSA0936AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Real Estate
Entry Price $ 3.9998
Exit Price $ 3.9798
Exit Price
1 Week Change $
-0.0143

Morningstar Ratings

Overall 5
3 Year 5
5 Year 5
10 Year  

Prosective Fees & Costs

as at 03 Jul 2019

Total Cost Ratio (Prospective) 1.39%
Investment Management Fee 0.84%
Performance Fee Costs --
Administration Fees & Costs 0.55%
Buy Spread/Sell Spread 0.25% / 0.25%