Morningstar Fund Report
Suncorp BSuper Pen-Ironbark Paladin Pr S
Fund Report | Report generated 23 May 2022 |
Read the Analyst Research Report


Performance
30 Apr 2022
Growth of $10,000

Fund: Suncorp BSuper Pen-Ironbark Paladin Pr S

Index: S&P/ASX 300 A-REIT TR

Category: Equity Australia Real Estate
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 16.34 | -15.29 | 34.76 | 8.55 |
+/- Cat | 0.09 | 5.19 | 2.72 | 1.67 |
+/- Index | -3.05 | 5.42 | 0.85 | 0.21 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.65 | 0.69 | -0.03 | 13 / 85 |
3 Month | 3.24 | 0.07 | -0.48 | 35 / 85 |
1 Year | 16.76 | 2.79 | 0.37 | 1 / 85 |
3 Year | 9.34 | 3.38 | 2.32 | 1 / 85 |
5 Year | 9.52 | 3.11 | 1.51 | 1 / 81 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 24.98 | 25.36 | 26.77 |
Sharpe Ratio | 0.48 | 0.36 | 0.4 |
R-Squared | 99.29 | 94.82 | -- |
Beta | 0.93 | 0.92 | -- |
Alpha | 2.27 | -0.78 | -- |
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) |
9.46 |
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 19 May 2022
APIR Code | RSA0937AU |
Legal Type | Allocated Pension |
Status | Open |
Category | Equity Australia Real Estate |
Entry Price $ | 4.2156 |
Exit Price $ | 4.1945 |
Exit Price 1 Week Change $ |
0.0947 |
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) | 1.39% |
Investment Management Fee | 0.84% |
Performance Fee Costs | -- |
Administration Fees & Costs | 0.55% |
Buy Spread/Sell Spread | 0.25% / 0.25% |