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About

Morningstar Fund Report

Suncorp BSuper Per-Morningstar Growth

Retail

Fund Report | Report generated 29 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: Suncorp BSuper Per-Morningstar Growth
Index
Index: Morningstar AUS Growth Tgt Alloc NR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 5.01 -1.87 16.33 -0.02
+/- Cat -1.60 -0.71 -0.96 -0.19
+/- Index -4.82 -0.82 -4.05 1.08

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.47 -0.19 0.58 154 / 306
3 Month -1.53 -0.42 0.13 187 / 306
1 Year 2.82 -0.24 0.35 149 / 305
3 Year 4.80 -0.95 -1.78 168 / 302
5 Year 5.31 -0.56 -1.81 126 / 240

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 8.26 8.69 10.62
Sharpe Ratio 0.56 0.61 0.62
R-Squared 93.63 94.47 --
Beta 0.75 0.8 --
Alpha -0.29 -0.04 --

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)
84.65
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Mar 2022

Size | Large Style | Blend

Asset Allocation

% as at 30 Apr 2022

Domestic Equity 24.431
International Equity 36.222
Listed Property 4.926
Unlisted Property 0.000
Domestic Fixed Interest 13.196
International Fixed Interest 8.343
Cash 6.045
Other 6.838

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 25 May 2022

APIR Code RSA0954AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 2.6021
Exit Price $ 2.5977
Exit Price
1 Week Change $
-0.0038

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year  

Prosective Fees & Costs

as at 03 Jul 2019

Total Cost Ratio (Prospective) 1.15%
Investment Management Fee 0.60%
Performance Fee Costs --
Administration Fees & Costs 0.55%
Buy Spread/Sell Spread 0.10% / 0.10%