Morningstar Fund Report
Suncorp BSuper Bus-Suncorp Lfstg 1965-69
Performance
31 May 2022
Growth of $10,000

Fund: Suncorp BSuper Bus-Suncorp Lfstg 1965-69

Index: Morningstar AUS Growth Tgt Alloc NR AUD

Category: Multisector Life Stages – 1960s
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | May-22 | |
---|---|---|---|---|
Fund | 7.26 | -0.44 | 18.59 | -0.83 |
+/- Cat | 0.68 | 0.69 | 1.57 | 1.26 |
+/- Index | -2.57 | 0.61 | -1.79 | 1.87 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.16 | -0.11 | 0.46 | 9 / 14 |
3 Month | -1.16 | 0.49 | 1.04 | 2 / 14 |
1 Year | 0.88 | 1.30 | 1.37 | 2 / 14 |
3 Year | 6.23 | 1.15 | 0.06 | 1 / 14 |
5 Year | 6.06 | 0.80 | -0.75 | 1 / 12 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 8.92 | 8.33 | 10.68 |
Sharpe Ratio | 0.68 | 0.59 | 0.58 |
R-Squared | 98.35 | 98.08 | -- |
Beta | 0.83 | 0.77 | -- |
Alpha | 0.94 | 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 31 May 2022) |
227.70 |
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 | 22.344 |
International Equity | 35.132 |
Listed Property | 7.945 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 9.975 |
International Fixed Interest | 7.526 |
Cash | 11.432 |
Other | 5.646 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 29 Jun 2022
APIR Code | RSA1042AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Life Stages – 1960s |
Entry Price $ | 1.4373 |
Exit Price $ | 1.4349 |
Exit Price 1 Week Change $ |
0.0258 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
Prosective Fees & Costs
as at 03 Jul 2019
Total Cost Ratio (Prospective) | 1.02% |
Investment Management Fee | 0.21% |
Performance Fee Costs | -- |
Administration Fees & Costs | 0.65% |
Buy Spread/Sell Spread | 0.10% / 0.10% |