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About

Morningstar Fund Report

Suncorp BSuper Bus-Multi Manager Growth

Retail

Fund Report | Report generated 01 Dec 2021 |

Performance

31 Oct 2021

Growth of $10,000

Fund
Fund: Suncorp BSuper Bus-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 Oct-21
Fund 8.97 3.80 19.36 2.46
+/- Cat 1.90 3.96 -3.94 -0.08
+/- Index -1.19 5.97 -7.59 -0.21

Trailing Total Returns

as at 31 Oct 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.40 -0.34 -0.68 98 / 125
3 Month 0.01 -1.14 -1.12 120 / 124
1 Year 18.42 -4.80 -8.47 123 / 125
3 Year 11.77 0.35 -1.09 17 / 121
5 Year 10.93 0.64 -0.99 16 / 99

Risk Analysis

as at 31 Oct 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 7.52 11.25 13.12
Sharpe Ratio 1.43 0.91 0.94
R-Squared 91.63 96.8 --
Beta 0.55 0.84 --
Alpha 4 -0.36 --

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)
300.04
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 Nov 2021

APIR Code RSA1068AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 3.2219
Exit Price $ 3.2148
Exit Price
1 Week Change $
0.0020

Morningstar Ratings

Overall 4
3 Year 4
5 Year 4
10 Year  

Prosective Fees & Costs

as at 03 Jul 2019

Total Cost Ratio (Prospective) 1.10%
Investment Management Fee 0.50%
Performance Fee Costs --
Administration Fees & Costs 0.60%
Buy Spread/Sell Spread 0.15% / 0.15%