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About

Morningstar Fund Report

Suncorp BSuper Per-Multi Manager Cons

Retail

Fund Report | Report generated 26 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: Suncorp BSuper Per-Multi Manager Cons
Index
Index: Morningstar AUS Mod Tgt Alloc NR AUD
Category
Category: Multisector Moderate

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 6.68 3.30 9.03 -2.28
+/- Cat 1.74 2.74 1.78 -0.75
+/- Index -1.55 1.78 0.97 1.76

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.28 -0.30 0.43 102 / 170
3 Month -2.76 -0.88 0.78 136 / 170
1 Year -0.49 -0.41 1.70 82 / 170
3 Year 3.90 1.37 1.36 2 / 168
5 Year 4.62 1.72 0.92 2 / 138

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 4.39 4.57 5.48
Sharpe Ratio 0.81 0.45 0.42
R-Squared 96.39 89.49 --
Beta 0.79 0.79 --
Alpha 1.75 0.09 --

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)
39.35
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 10.105
International Equity 18.165
Listed Property 2.518
Unlisted Property 0.000
Domestic Fixed Interest 23.106
International Fixed Interest 15.298
Cash 30.807
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 20 May 2022

APIR Code RSA1063AU
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 2.0678
Exit Price $ 2.0639
Exit Price
1 Week Change $
-0.0044

Morningstar Ratings

Overall 5
3 Year 5
5 Year 5
10 Year  

Prosective Fees & Costs

as at 03 Jul 2019

Total Cost Ratio (Prospective) 1.03%
Investment Management Fee 0.48%
Performance Fee Costs --
Administration Fees & Costs 0.55%
Buy Spread/Sell Spread 0.09% / 0.09%