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About

Morningstar Fund Report

Suncorp BSuper Bus-Platinum Intl

Retail

Fund Report | Report generated 28 May 2022 |  Read the Analyst Research Report

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: Suncorp BSuper Bus-Platinum Intl
Index
Index: MSCI World Ex Australia NR AUD
Category
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 1
3 Year 1
5 Year 1
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%