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About

Morningstar Fund Report

Sunsuper Income Account Retirement

Retail

Fund Report | Report generated 22 Apr 2019 |

Performance

31 Mar 2019

Growth of $10,000

Fund
Fund: Sunsuper Income Account Retirement
Index
Index: Morningstar Aus Msec Balanced TR AUD
Category
Category: Multisector Balanced

Financial Year Total Returns

Jun-16 Jun-17 Jun-18 Mar-19
Fund 3.22 10.64 9.35 4.24
+/- Cat 1.71 3.76 3.30 1.75
+/- Index -1.36 4.13 0.92 -0.93

Trailing Total Returns

as at 31 Mar 2019
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.87 -0.05 -0.56 --
3 Month 5.21 -0.49 -1.94 --
1 Year 7.74 2.68 -1.68 --
3 Year 9.08 3.20 1.19 --
5 Year 7.59 2.23 0.10 --

Risk Analysis

as at 31 Mar 2019
3-Year Risk Measures Fund Category Index
Standard Deviation 3.19 4.26 4.62
Sharpe Ratio 2.17 1 1.28
R-Squared 91.47 82.75 --
Beta 0.66 0.82 --
Alpha 3.04 -0.76 --

Fund Details

Fund Inception 14 Feb 2003
Responsible Entity Sunsuper Pty Ltd
Fund Manager Sunsuper Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Dec 2018)
1,432.42
Minimum Investment $ 60,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 31 Mar 2019

APIR Code --
Legal Type Allocated Pension
Status Open
Category Multisector Balanced
Entry Price $ 3.2314
Exit Price $ 3.2314
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee --
Exit Fee/Withdrawal Fee --
Buy/Sell Spread 0.0000

Annual

ICR pa (--) --
Max Management Fee pa 0.23%
Max Admin Fee pa --
Performance Fee pa
(--)
--
Max Brokerage --