Morningstar Fund Report
Suncorp BSuper Bus-Morningstar Cons
Performance
30 Apr 2022
Growth of $10,000

Fund: Suncorp BSuper Bus-Morningstar Cons

Index: Morningstar AUS Con Tgt Alloc NR AUD

Category: Multisector Conservative
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 4.32 | 1.58 | 3.53 | -2.82 |
+/- Cat | -0.48 | 1.80 | -0.10 | 0.28 |
+/- Index | -2.86 | -0.76 | 1.37 | 2.18 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.93 | 0.29 | 0.24 | 2 / 38 |
3 Month | -2.69 | -0.34 | 1.01 | 21 / 38 |
1 Year | -1.77 | 0.32 | 2.21 | 11 / 38 |
3 Year | 1.11 | 0.51 | 0.62 | 6 / 38 |
5 Year | 1.96 | 0.45 | 0.01 | 4 / 28 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 2.43 | 3.51 | 3.63 |
Sharpe Ratio | 0.32 | 0.11 | 0.06 |
R-Squared | 82.72 | 69.63 | -- |
Beta | 0.61 | 0.8 | -- |
Alpha | 0.66 | 0.19 | -- |
Fund Details
Fund Inception | 30 May 2016 |
Responsible Entity | Suncorp Portfolio Services Limited |
Fund Manager | Morningstar Inv Management Australia Ltd |
Base Currency | $A |
Net Assets $Mil (as at 28 Feb 2022) |
14.33 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 30 Apr 2022

Size | Large Style | Blend
Asset Allocation
% as at 30 Apr 2022
Domestic Equity | 4.932 |
International Equity | 7.312 |
Listed Property | 0.994 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 33.520 |
International Fixed Interest | 21.193 |
Cash | 31.123 |
Other | 0.925 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 25 May 2022
APIR Code | RSA0953AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Conservative |
Entry Price $ | 1.7318 |
Exit Price $ | 1.7290 |
Exit Price 1 Week Change $ |
0.0050 |
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) | 1.00% |
Investment Management Fee | 0.40% |
Performance Fee Costs | -- |
Administration Fees & Costs | 0.60% |
Buy Spread/Sell Spread | 0.10% / 0.10% |