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About

Morningstar Fund Report

Suncorp BSuper Bus-Multi Manager Cons

Retail

Fund Report | Report generated 06 Dec 2021 |

Performance

31 Oct 2021

Growth of $10,000

Fund
Fund: Suncorp BSuper Bus-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 Oct-21
Fund 6.68 3.30 9.03 0.66
+/- Cat 1.74 2.74 1.78 0.33
+/- Index -1.55 1.78 0.97 0.93

Trailing Total Returns

as at 31 Oct 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.40 0.03 0.51 103 / 175
3 Month -0.97 -0.42 0.59 128 / 173
1 Year 7.49 1.12 1.31 31 / 174
3 Year 6.72 2.20 0.81 1 / 172
5 Year 6.18 2.27 0.83 1 / 143

Risk Analysis

as at 31 Oct 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 4.14 4.4 5.18
Sharpe Ratio 1.44 0.84 1.02
R-Squared 94.78 89.72 --
Beta 0.78 0.81 --
Alpha 1.86 -0.67 --

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 31 Oct 2021)
88.31
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 01 Dec 2021

APIR Code RSA1065AU
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 2.1713
Exit Price $ 2.1672
Exit Price
1 Week Change $
-0.0132

Morningstar Ratings

Overall 5
3 Year 5
5 Year 5
10 Year  

Prosective Fees & Costs

as at 03 Jul 2019

Total Cost Ratio (Prospective) 1.08%
Investment Management Fee 0.48%
Performance Fee Costs --
Administration Fees & Costs 0.60%
Buy Spread/Sell Spread 0.09% / 0.09%