Morningstar Fund Report
Suncorp BSuper Bus-Suncorp Lfstg 1955-59
Performance
30 Apr 2022
Growth of $10,000

Fund: Suncorp BSuper Bus-Suncorp Lfstg 1955-59

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 | 6.72 | 0.27 | 14.05 | -0.84 |
+/- Cat | 0.86 | 0.56 | 2.47 | 1.14 |
+/- Index | -2.33 | -0.44 | -0.03 | 2.08 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.56 | 0.08 | 0.45 | 5 / 14 |
3 Month | -1.95 | 0.29 | 1.00 | 2 / 14 |
1 Year | 1.44 | 1.36 | 1.68 | 2 / 14 |
3 Year | 4.84 | 1.36 | 0.27 | 1 / 14 |
5 Year | 5.10 | 1.11 | -0.37 | 1 / 11 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 6.86 | 6.22 | 7.81 |
Sharpe Ratio | 0.67 | 0.53 | 0.57 |
R-Squared | 97.9 | 97.85 | -- |
Beta | 0.87 | 0.79 | -- |
Alpha | 0.77 | -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) |
80.05 |
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 | 16.496 |
International Equity | 25.014 |
Listed Property | 6.389 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 15.708 |
International Fixed Interest | 12.053 |
Cash | 20.230 |
Other | 4.111 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 19 May 2022
APIR Code | RSA1037AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Life Stages – 1950s |
Entry Price $ | 1.4923 |
Exit Price $ | 1.4897 |
Exit Price 1 Week Change $ |
0.0016 |
Morningstar Ratings
Overall |
![]() |
3 Year |
![]() |
5 Year |
![]() |
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% |