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About

Morningstar Fund Report

Suncorp BSuper Bus-Multi Manager High Gr

Retail

Fund Report | Report generated 02 Dec 2021 |

Performance

31 Oct 2021

Growth of $10,000

Fund
Fund: Suncorp BSuper Bus-Multi Manager High Gr
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 9.75 3.36 23.06 3.45
+/- Cat 2.69 3.52 -0.23 0.91
+/- Index -0.41 5.54 -3.89 0.78

Trailing Total Returns

as at 31 Oct 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.77 0.04 -0.30 55 / 125
3 Month 0.65 -0.50 -0.47 77 / 124
1 Year 22.87 -0.35 -4.03 88 / 125
3 Year 13.59 2.17 0.73 3 / 121
5 Year 12.25 1.96 0.33 3 / 99

Risk Analysis

as at 31 Oct 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 9.11 11.25 13.12
Sharpe Ratio 1.38 0.91 0.94
R-Squared 93.98 96.8 --
Beta 0.67 0.84 --
Alpha 4.23 -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)
108.64
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 26.302
International Equity 43.076
Listed Property 8.255
Unlisted Property 0.000
Domestic Fixed Interest 5.070
International Fixed Interest 2.525
Cash 10.476
Other 4.296

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 30 Nov 2021

APIR Code RSA1071AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 3.1653
Exit Price $ 3.1580
Exit Price
1 Week Change $
-0.0417

Morningstar Ratings

Overall 5
3 Year 5
5 Year 5
10 Year  

Prosective Fees & Costs

as at 03 Jul 2019

Total Cost Ratio (Prospective) 1.11%
Investment Management Fee 0.51%
Performance Fee Costs --
Administration Fees & Costs 0.60%
Buy Spread/Sell Spread 0.16% / 0.16%