Morningstar Fund Report
Suncorp BSuper Bus-Ironbark Paladin Pr S
Fund Report | Report generated 28 May 2022 |
Read the Analyst Research Report


Performance
30 Apr 2022
Growth of $10,000

Fund: Suncorp BSuper Bus-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 | 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 2022Total 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 20223-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) |
7.15 |
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 25 May 2022
APIR Code | RSA0938AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Equity Australia Real Estate |
Entry Price $ | 4.0188 |
Exit Price $ | 3.9987 |
Exit Price 1 Week Change $ |
-0.0175 |
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) | 1.44% |
Investment Management Fee | 0.84% |
Performance Fee Costs | -- |
Administration Fees & Costs | 0.60% |
Buy Spread/Sell Spread | 0.25% / 0.25% |