Learn To Invest
Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

Morningstar Fund Report

Suncorp BSuper Per-Multi Manager Growth

Retail

Fund Report | Report generated 29 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: Suncorp BSuper Per-Multi Manager Growth
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 8.97 3.80 19.36 0.03
+/- Cat 1.90 3.96 -3.94 -0.89
+/- Index -1.19 5.97 -7.59 0.02

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.44 0.23 0.88 49 / 122
3 Month -1.96 -0.94 -0.66 104 / 122
1 Year 3.31 -1.31 -1.11 86 / 122
3 Year 8.23 0.07 -0.22 15 / 119
5 Year 8.59 0.66 -0.19 9 / 95

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 7.72 11.15 13.2
Sharpe Ratio 1.02 0.65 0.66
R-Squared 90.63 95.88 --
Beta 0.56 0.83 --
Alpha 3.04 -0.06 --

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)
240.39
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 20.655
International Equity 36.623
Listed Property 5.652
Unlisted Property 0.000
Domestic Fixed Interest 11.125
International Fixed Interest 6.689
Cash 14.129
Other 5.127

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 25 May 2022

APIR Code RSA1066AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 3.0038
Exit Price $ 2.9972
Exit Price
1 Week Change $
0.0126

Morningstar Ratings

Overall 5
3 Year 5
5 Year 5
10 Year  

Prosective Fees & Costs

as at 03 Jul 2019

Total Cost Ratio (Prospective) 1.05%
Investment Management Fee 0.50%
Performance Fee Costs --
Administration Fees & Costs 0.55%
Buy Spread/Sell Spread 0.15% / 0.15%