Morningstar Fund Report
Suncorp BSuper Bus-Platinum Intl
Fund Report | Report generated 28 May 2022 |
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 2022Total 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 20223-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 |
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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) | 1.95% |
Investment Management Fee | 1.35% |
Performance Fee Costs | -- |
Administration Fees & Costs | 0.60% |
Buy Spread/Sell Spread | 0.20% / 0.20% |