Morningstar Fund Report
Suncorp BSuper Bus-Suncorp Intl Shrs Idx
Fund Report | Report generated 29 May 2022 | 
Performance
30 Apr 2022
Growth of $10,000
Fund: Suncorp BSuper Bus-Suncorp Intl Shrs Idx
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 | 7.17 | 6.40 | 24.23 | -4.38 |
| +/- Cat | -0.50 | 4.24 | 0.54 | -0.37 |
| +/- Index | -4.78 | 1.22 | -3.27 | -3.23 |
Trailing Total Returns
as at 30 Apr 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -1.01 | 0.57 | 2.15 | 59 / 197 |
| 3 Month | -8.19 | 0.01 | 1.13 | 76 / 197 |
| 1 Year | 0.14 | 0.37 | -4.59 | 97 / 195 |
| 3 Year | 8.05 | 1.34 | -2.02 | 44 / 193 |
| 5 Year | 8.92 | 0.79 | -2.45 | 61 / 141 |
Risk Analysis
as at 30 Apr 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 9.22 | 11.1 | 12.05 |
| Sharpe Ratio | 0.85 | 0.62 | 0.83 |
| R-Squared | 80.95 | 74.85 | -- |
| Beta | 0.69 | 0.78 | -- |
| Alpha | 0.95 | -0.93 | -- |
Fund Details
| Fund Inception | 30 May 2016 |
| Responsible Entity | Suncorp Portfolio Services Limited |
| Fund Manager | Morningstar Inv Management Australia Ltd |
| Base Currency | $A |
| Net Assets $Mil (as at 28 Feb 2022) |
55.17 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
as at 30 Apr 2022
Size | Medium Style | Blend
Asset Allocation
% as at 30 Apr 2022
| Domestic Equity | 0.000 |
| International Equity | 100.000 |
| Listed Property | 0.000 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 0.000 |
| International Fixed Interest | 0.000 |
| Cash | 0.000 |
| Other | 0.000 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 25 May 2022
| APIR Code | RSA1016AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Equity World Large Blend |
| Entry Price $ | 1.7078 |
| Exit Price $ | 1.7049 |
| Exit Price 1 Week Change $ |
-0.0062 |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
Prosective Fees & Costs
as at 03 Jul 2019
| Total Cost Ratio (Prospective) | 0.80% |
| Investment Management Fee | 0.20% |
| Performance Fee Costs | -- |
| Administration Fees & Costs | 0.60% |
| Buy Spread/Sell Spread | 0.11% / 0.08% |