Morningstar Fund Report
Suncorp BSuper Bus-Platinum Intl
Fund Report | Report generated 28 May 2022 | 
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Read the Analyst Research Report
Performance
30 Apr 2022
Growth of $10,000
Fund: Suncorp BSuper Bus-Platinum Intl
Index: MSCI World Ex Australia NR AUD
Category: Equity World Large Blend
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
|---|---|---|---|---|
| Fund | 1.37 | -2.92 | 22.97 | -6.07 |
| +/- Cat | -6.30 | -5.08 | -0.72 | -2.05 |
| +/- Index | -10.57 | -8.10 | -4.53 | -4.92 |
Trailing Total Returns
as at 30 Apr 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 0.66 | 2.25 | 3.82 | 29 / 197 |
| 3 Month | -8.72 | -0.52 | 0.60 | 123 / 197 |
| 1 Year | -5.48 | -5.24 | -10.21 | 179 / 195 |
| 3 Year | 2.96 | -3.75 | -7.11 | 174 / 193 |
| 5 Year | 5.38 | -2.75 | -5.99 | 124 / 141 |
Risk Analysis
as at 30 Apr 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 11.06 | 11.1 | 12.05 |
| Sharpe Ratio | 0.28 | 0.62 | 0.83 |
| R-Squared | 33.11 | 74.85 | -- |
| Beta | 0.53 | 0.78 | -- |
| Alpha | -2.12 | -0.93 | -- |
Fund Details
| Fund Inception | 30 May 2016 |
| Responsible Entity | Suncorp Portfolio Services Limited |
| Fund Manager | Platinum Investment Management Ltd |
| Base Currency | $A |
| Net Assets $Mil (as at 28 Feb 2022) |
27.35 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
as at 31 Mar 2022
Size | Large Style | Value
Asset Allocation
% as at 30 Apr 2022
| Domestic Equity | 4.259 |
| International Equity | 76.764 |
| Listed Property | 0.000 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 0.000 |
| International Fixed Interest | 0.000 |
| Cash | 18.977 |
| Other | 0.000 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 25 May 2022
| APIR Code | RSA0986AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Equity World Large Blend |
| Entry Price $ | 3.3253 |
| Exit Price $ | 3.3154 |
| Exit Price 1 Week Change $ |
-0.0395 |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
Prosective Fees & Costs
as at 03 Jul 2019
| Total Cost Ratio (Prospective) | 1.95% |
| Investment Management Fee | 1.35% |
| Performance Fee Costs | -- |
| Administration Fees & Costs | 0.60% |
| Buy Spread/Sell Spread | 0.20% / 0.20% |