Morningstar Fund Report
Suncorp BSuper Per-Suncorp Lfstg 1970-74
Fund Report | Report generated 28 May 2022 | 
Performance
30 Apr 2022
Growth of $10,000
Fund: Suncorp BSuper Per-Suncorp Lfstg 1970-74
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category: Multisector Life Stages – 1970s
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
|---|---|---|---|---|
| Fund | 7.46 | -0.85 | 20.91 | 0.97 |
| +/- Cat | 0.47 | 1.36 | -1.91 | 0.83 |
| +/- Index | -2.70 | 1.32 | -6.04 | 0.96 |
Trailing Total Returns
as at 30 Apr 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -1.71 | 0.12 | 0.61 | 4 / 13 |
| 3 Month | -1.11 | 0.07 | 0.19 | 5 / 13 |
| 1 Year | 4.12 | 0.40 | -0.31 | 7 / 13 |
| 3 Year | 7.14 | 0.21 | -1.31 | 4 / 13 |
| 5 Year | 7.04 | -0.07 | -1.74 | 4 / 10 |
Risk Analysis
as at 30 Apr 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 9.78 | 10.24 | 13.2 |
| Sharpe Ratio | 0.72 | 0.67 | 0.66 |
| R-Squared | 98.44 | 98.03 | -- |
| Beta | 0.74 | 0.77 | -- |
| Alpha | 0.66 | 0.08 | -- |
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) |
4.17 |
| 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 | 24.649 |
| International Equity | 39.117 |
| Listed Property | 8.559 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 7.217 |
| International Fixed Interest | 5.415 |
| Cash | 8.791 |
| Other | 6.251 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 25 May 2022
| APIR Code | RSA1043AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Life Stages – 1970s |
| Entry Price $ | 1.5487 |
| Exit Price $ | 1.5460 |
| Exit Price 1 Week Change $ |
0.0009 |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 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% |