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About

Morningstar Fund Report

Suncorp BSuper Bus-Suncorp Lfstg 1945-49

Retail

Fund Report | Report generated 29 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: Suncorp BSuper Bus-Suncorp Lfstg 1945-49
Index
Index: Morningstar AUS Mod Tgt Alloc NR AUD
Category
Category: Multisector Life Stages – 1940s and earlier

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 6.45 0.81 11.19 -1.61
+/- Cat 0.47 0.89 1.64 0.60
+/- Index -1.77 -0.71 3.13 2.42

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.52 0.07 0.20 3 / 7
3 Month -2.35 0.07 1.19 3 / 7
1 Year 0.33 0.71 2.51 2 / 7
3 Year 3.89 1.03 1.35 1 / 7
5 Year 4.31 0.81 0.61 1 / 6

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 5.75 5.46 5.48
Sharpe Ratio 0.63 0.5 0.42
R-Squared 93.78 93.88 --
Beta 1.02 0.97 --
Alpha 1.28 0.54 --

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)
9.27
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2019

Domestic Equity 13.217
International Equity 19.478
Listed Property 5.439
Unlisted Property 0.000
Domestic Fixed Interest 18.860
International Fixed Interest 14.513
Cash 25.234
Other 3.259

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 25 May 2022

APIR Code RSA1031AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1940s and earlier
Entry Price $ 1.2707
Exit Price $ 1.2685
Exit Price
1 Week Change $
0.0046

Morningstar Ratings

Overall 5
3 Year 5
5 Year 5
10 Year  

Prosective Fees & Costs

as at 03 Jul 2019

Total Cost Ratio (Prospective) 1.02%
Investment Management Fee 0.21%
Performance Fee Costs --
Administration Fees & Costs 0.65%
Buy Spread/Sell Spread 0.10% / 0.10%