Morningstar Fund Report
Suncorp BSuper Bus-Suncorp Intl Shrs Idx
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 2022Total 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 20223-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 |
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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) | 0.80% |
Investment Management Fee | 0.20% |
Performance Fee Costs | -- |
Administration Fees & Costs | 0.60% |
Buy Spread/Sell Spread | 0.11% / 0.08% |