Morningstar Fund Report
Suncorp BSuper Bus-Suncorp Lfstg 1960-64
Fund Report | Report generated 23 May 2022 | 
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 2022| Total 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 2022| 3-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 |
|
| 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% |