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About

Morningstar Fund Report

Suncorp BSuper Bus-Ironbark Paladin Pr S

Retail

Fund Report | Report generated 02 Dec 2021 |  Read the Analyst Research Report

Performance

31 Oct 2021

Growth of $10,000

Fund
Fund: Suncorp BSuper Bus-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 Oct-21
Fund 14.78 -13.99 31.29 4.82
+/- Cat 0.95 5.65 2.26 0.39
+/- Index -4.61 6.72 -2.62 -0.62

Trailing Total Returns

as at 31 Oct 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.46 -0.54 -0.15 71 / 104
3 Month 3.79 -0.38 -1.15 86 / 100
1 Year 28.65 0.88 -3.20 24 / 104
3 Year 11.12 3.08 0.53 8 / 102
5 Year 9.76 2.76 0.24 3 / 82

Risk Analysis

as at 31 Oct 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 21.73 24.06 26.29
Sharpe Ratio 0.58 0.43 0.51
R-Squared 98.81 96.61 --
Beta 0.82 0.9 --
Alpha 1.51 -2.01 --

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 31 Oct 2021)
7.14
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Jul 2021

Size | Large Style | Value

Asset Allocation

% as at 31 Oct 2021

Domestic Equity 0.000
International Equity 0.000
Listed Property 98.718
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.282
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 30 Nov 2021

APIR Code RSA0938AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Real Estate
Entry Price $ 4.4682
Exit Price $ 4.4459
Exit Price
1 Week Change $
-0.0248

Morningstar Ratings

Overall 5
3 Year 4
5 Year 5
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%