Morningstar Fund Report
Suncorp BSuper Bus-Platinum Intl
Fund Report | Report generated 01 Dec 2021 | 
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Performance
31 Oct 2021
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 | Oct-21 | |
|---|---|---|---|---|
| Fund | 1.37 | -2.92 | 22.97 | -4.59 |
| +/- Cat | -6.30 | -5.08 | -0.72 | -6.78 |
| +/- Index | -10.57 | -8.10 | -4.53 | -10.30 |
Trailing Total Returns
as at 31 Oct 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -4.64 | -4.56 | -6.29 | 174 / 180 |
| 3 Month | -3.77 | -3.66 | -5.38 | 155 / 176 |
| 1 Year | 14.00 | -8.52 | -17.36 | 147 / 180 |
| 3 Year | 7.07 | -4.95 | -8.97 | 146 / 176 |
| 5 Year | 7.94 | -4.12 | -7.94 | 113 / 132 |
Risk Analysis
as at 31 Oct 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 10.56 | 10.73 | 11.98 |
| Sharpe Ratio | 0.64 | 1.07 | 1.25 |
| R-Squared | 42.32 | 75.98 | -- |
| Beta | 0.57 | 0.77 | -- |
| Alpha | -1.87 | -0.23 | -- |
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 31 Oct 2021) |
27.89 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
as at 30 Sep 2021
Size | Large Style | Blend
Asset Allocation
% as at 31 Oct 2021
| Domestic Equity | 3.676 |
| International Equity | 85.210 |
| Listed Property | 0.000 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 0.000 |
| International Fixed Interest | 0.000 |
| Cash | 11.115 |
| Other | 0.000 |
Morningstar Sustainability Rating 
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Quick Stats
as at 25 Nov 2021
| APIR Code | RSA0986AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Equity World Large Blend |
| Entry Price $ | 3.4627 |
| Exit Price $ | 3.4524 |
| Exit Price 1 Week Change $ |
0.0087 |
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% |