Morningstar Fund Report
Suncorp BSuper Bus-Suncorp Lfstg 1960-64
Performance
30 Apr 2022
Growth of $10,000

Fund: Suncorp BSuper Bus-Suncorp Lfstg 1960-64

Index: Morningstar AUS Growth Tgt Alloc NR AUD

Category: Multisector Life Stages – 1960s
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 7.01 | -0.14 | 16.53 | -0.20 |
+/- Cat | 0.43 | 0.99 | -0.49 | 0.84 |
+/- Index | -2.82 | 0.91 | -3.85 | 0.90 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.62 | 0.11 | 0.44 | 4 / 14 |
3 Month | -1.65 | 0.13 | 0.01 | 6 / 14 |
1 Year | 2.40 | 0.62 | -0.07 | 5 / 14 |
3 Year | 5.69 | 0.49 | -0.89 | 4 / 14 |
5 Year | 5.78 | 0.22 | -1.34 | 4 / 10 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 7.92 | 8.31 | 10.62 |
Sharpe Ratio | 0.69 | 0.61 | 0.62 |
R-Squared | 98.28 | 98.01 | -- |
Beta | 0.74 | 0.78 | -- |
Alpha | 0.62 | -0.12 | -- |
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) |
161.61 |
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 | 19.449 |
International Equity | 29.999 |
Listed Property | 7.245 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 13.204 |
International Fixed Interest | 10.070 |
Cash | 15.154 |
Other | 4.879 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 19 May 2022
APIR Code | RSA1040AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Life Stages – 1960s |
Entry Price $ | 1.5882 |
Exit Price $ | 1.5855 |
Exit Price 1 Week Change $ |
0.0017 |
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) | 1.02% |
Investment Management Fee | 0.21% |
Performance Fee Costs | -- |
Administration Fees & Costs | 0.65% |
Buy Spread/Sell Spread | 0.10% / 0.10% |