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

Fund: Suncorp BSuper Bus-Morningstar High Grth

Index: Morningstar AUS Agg Tgt Alloc NR AUD

Category: Multisector Aggressive
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 5.05 | -3.81 | 21.73 | 0.99 |
+/- Cat | -2.01 | -3.65 | -1.56 | 0.07 |
+/- Index | -5.11 | -1.64 | -5.22 | 0.98 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.74 | -0.06 | 0.58 | 60 / 122 |
3 Month | -1.15 | -0.14 | 0.15 | 77 / 122 |
1 Year | 4.50 | -0.12 | 0.08 | 49 / 122 |
3 Year | 5.98 | -2.19 | -2.48 | 96 / 119 |
5 Year | 6.35 | -1.57 | -2.43 | 67 / 95 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 10.62 | 11.15 | 13.2 |
Sharpe Ratio | 0.57 | 0.65 | 0.66 |
R-Squared | 93.7 | 95.88 | -- |
Beta | 0.78 | 0.83 | -- |
Alpha | -0.73 | -0.06 | -- |
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) |
75.58 |
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 | 32.365 |
International Equity | 47.986 |
Listed Property | 6.526 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 3.625 |
International Fixed Interest | 0.000 |
Cash | 5.164 |
Other | 4.334 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 18 May 2022
APIR Code | RSA0959AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Aggressive |
Entry Price $ | 2.9658 |
Exit Price $ | 2.9601 |
Exit Price 1 Week Change $ |
0.0395 |
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) | 1.40% |
Investment Management Fee | 0.80% |
Performance Fee Costs | -- |
Administration Fees & Costs | 0.60% |
Buy Spread/Sell Spread | 0.10% / 0.10% |