Morningstar Fund Report
Suncorp Bsuper Per-Suncorp Lfstg 1950-54
Performance
30 Apr 2022
Growth of $10,000

Fund: Suncorp Bsuper Per-Suncorp Lfstg 1950-54

Index: Morningstar AUS Balance Tgt Alloc NR AUD

Category: Multisector Life Stages – 1950s
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 6.49 | 0.59 | 12.20 | -1.31 |
+/- Cat | 0.63 | 0.88 | 0.62 | 0.67 |
+/- Index | -2.55 | -0.12 | -1.88 | 1.61 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.52 | 0.12 | 0.49 | 2 / 14 |
3 Month | -2.18 | 0.06 | 0.77 | 7 / 14 |
1 Year | 0.74 | 0.66 | 0.98 | 5 / 14 |
3 Year | 4.21 | 0.73 | -0.36 | 4 / 14 |
5 Year | 4.59 | 0.60 | -0.88 | 3 / 11 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 6.13 | 6.22 | 7.81 |
Sharpe Ratio | 0.65 | 0.53 | 0.57 |
R-Squared | 98.52 | 97.85 | -- |
Beta | 0.78 | 0.79 | -- |
Alpha | 0.52 | -0.14 | -- |
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) |
0.75 |
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 | 14.428 |
International Equity | 21.561 |
Listed Property | 5.769 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 17.291 |
International Fixed Interest | 13.309 |
Cash | 24.064 |
Other | 3.577 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 20 May 2022
APIR Code | RSA1032AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Life Stages – 1950s |
Entry Price $ | 1.2862 |
Exit Price $ | 1.2841 |
Exit Price 1 Week Change $ |
-0.0008 |
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) | 0.86% |
Investment Management Fee | 0.21% |
Performance Fee Costs | -- |
Administration Fees & Costs | 0.65% |
Buy Spread/Sell Spread | 0.10% / 0.10% |