Morningstar Fund Report
Suncorp BSuper Bus-Suncorp Lfstg 1975-79
Performance
30 Apr 2022
Growth of $10,000

Fund: Suncorp BSuper Bus-Suncorp Lfstg 1975-79

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 | 7.62 | -0.84 | 22.34 | 1.30 |
+/- Cat | 0.62 | 1.37 | -0.48 | 1.16 |
+/- Index | -2.54 | 1.34 | -4.61 | 1.29 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.74 | 0.10 | 0.58 | 7 / 13 |
3 Month | -0.93 | 0.25 | 0.37 | 1 / 13 |
1 Year | 4.61 | 0.89 | 0.18 | 1 / 13 |
3 Year | 7.66 | 0.73 | -0.79 | 1 / 13 |
5 Year | 7.49 | 0.37 | -1.30 | 1 / 10 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 10.31 | 10.24 | 13.2 |
Sharpe Ratio | 0.73 | 0.67 | 0.66 |
R-Squared | 98.37 | 98.03 | -- |
Beta | 0.78 | 0.77 | -- |
Alpha | 0.86 | 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) |
280.80 |
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 | 26.136 |
International Equity | 43.327 |
Listed Property | 8.024 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 5.366 |
International Fixed Interest | 3.981 |
Cash | 6.424 |
Other | 6.743 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 25 May 2022
APIR Code | RSA1046AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Life Stages – 1970s |
Entry Price $ | 1.5942 |
Exit Price $ | 1.5915 |
Exit Price 1 Week Change $ |
0.0000 |
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% |