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

Fund: Suncorp BSuper Bus-Suncorp Cash

Index: RBA Bank accepted Bills 90 Days

Category: Australian Cash
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 1.49 | 0.95 | 0.49 | 0.16 |
+/- Cat | 0.42 | 0.50 | 0.35 | 0.17 |
+/- Index | -0.36 | 0.25 | 0.45 | 0.09 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.01 | 0.02 | -0.02 | -- |
3 Month | 0.03 | 0.04 | -0.03 | -- |
1 Year | 0.24 | 0.21 | 0.16 | -- |
3 Year | 0.62 | 0.37 | 0.27 | -- |
5 Year | 1.01 | 0.49 | 0.06 | -- |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 0.12 | 0.13 | 0.13 |
Sharpe Ratio | 3.75 | -1.27 | -- |
R-Squared | 12.31 | 9.23 | -- |
Beta | 0.88 | -0.02 | -- |
Alpha | 0.32 | -0.2 | -- |
Fund Details
Fund Inception | 30 May 2016 |
Responsible Entity | Suncorp Portfolio Services Limited |
Fund Manager | Suncorp Portfolio Services Limited |
Base Currency | $A |
Net Assets $Mil (as at 28 Feb 2022) |
92.70 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 Oct 2015
Domestic Equity | 0.000 |
International Equity | 0.000 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 100.000 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 25 May 2022
APIR Code | RSA1004AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Australian Cash |
Entry Price $ | 1.1631 |
Exit Price $ | 1.1631 |
Exit Price 1 Week Change $ |
0.0000 |
Morningstar Ratings
Overall |
![]() |
3 Year | |
5 Year | |
10 Year |
Prosective Fees & Costs
as at 03 Jul 2019
Total Cost Ratio (Prospective) | 0.71% |
Investment Management Fee | 0.71% |
Performance Fee Costs | -- |
Administration Fees & Costs | 0.00% |
Buy Spread/Sell Spread | 0.00% / 0.00% |