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  5. Brighter Super Conservative Balanced Spr - Managed fund profile

Brighter Super Conservative Balanced Spr - Managed Fund

Fund Strategy
Return target of 2.5% per year above inflation over rolling 10-year periods after fees and taxes.

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -1.71% 1.04% 7.5% 5.81% 4.97% 4.28% 4.7% -%
Growth return -1.71% 1.04% 7.5% 5.81% 4.97% 4.28% 4.7% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 1.42% 4.1% 5.63% 9.6% 10.37% 9.02% 6.33% 6.31%
As at 30 Apr 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
7.50%
Australian Equities
16.39%
International Equities
27.86%
Cash
8.26%
Property & Infrastructure
3.78%
Fixed Interest
36.21%

General Information

Fund Details
Type Description
Brighter Super Conservative Balanced Spr
Multisector Balanced
starstarstarstar (as at 30 Apr 2024)
Superannuation Fund
3 Jul 2017
n/a
$4.1621 (as at 29 May 2024)
$4.1621 (as at 29 May 2024)
Finalised
Offer information
Type Description
MER 0.80% (as at 1 Feb 2024)

FAQs about the Brighter Super Conservative Balanced Spr

The objective of the Brighter Super Conservative Balanced Spr managed fund is

The strategy of the Brighter Super Conservative Balanced Spr managed fund is Return target of 2.5% per year above inflation over rolling 10-year periods after fees and taxes.

The APIR code of the Brighter Super Conservative Balanced Spr managed fund is .

Brighter Super Conservative Balanced Spr’s total return last month was -1.71%. This was made up of a growth return of -1.71% and an income return of 0%. These returns were calculated as at 30 Apr 2024.

Brighter Super Conservative Balanced Spr’s total return for the last three months was 1.04%. This was made up of a growth return of 1.04% and an income return of 0%%. These returns were calculated as at 30 Apr 2024.

Brighter Super Conservative Balanced Spr’s one-year total return is 5.81%. This was made up of a growth return of 5.81% and an income return of 0%. These returns were calculated as at 30 Apr 2024.

Brighter Super Conservative Balanced Spr’s one-year total return is 4.28%. This was made up of a growth return of 4.28% and an income return of 0%. These returns were calculated as at 30 Apr 2024.

The asset allocation of the Brighter Super Conservative Balanced Spr managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Brighter Super Conservative Balanced Spr managed fund belongs to the Multisector Balanced sector/asset class.

As at , the size of the Brighter Super Conservative Balanced Spr managed fund was $ million.

The Brighter Super Conservative Balanced Spr managed fund has an inception date of 3 Jul 2017.

The current entry price of the Brighter Super Conservative Balanced Spr managed fund is $4.1621 per unit and the current exit price is $4.1621 per unit (as at 29 May 2024).

The current exit price of the Brighter Super Conservative Balanced Spr managed fund is $4.1621 per unit and the current entry price is $4.1621 per unit (as at 29 May 2024).

The minimum initial investment amount for the Brighter Super Conservative Balanced Spr managed fund is $.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.