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  5. CBUS Super Cash Savings - Managed fund profile

CBUS Super Cash Savings - Managed Fund

Fund Objective
To deliver a return of inflation plus: 1.0% a year over rolling 10-year periods.
Fund Strategy
Likelihood of negative annual returns: Negligible in 20 years.

Fund Performance Comparison

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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 0.35% 1% 2.02% 3.93% 2.96% 2.02% 1.45% 1.61%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.36% 1.07% 2.15% 4.21% 3.33% 2.23% 1.56% 1.82%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

CBUS Super Cash Savings
Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
46.42%
Australian Equities
5.98%
International Equities
9.98%
Property
2.07%
Fixed Interest
15.60%
Alternatives
19.95%

General Information

Fund Details
Type Description
CBUS Super Cash Savings
United Super Pty Ltd
Australian Cash
Not Rated
Superannuation Fund
1 Apr 2009
$1495.63 million (as at 31 Mar 2024)
n/a
$1
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.44% (as at 30 Jun 2022)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2021)

Holding (as at 31 Dec 2021) Type % of Portfolio
Anz Cash Account Cash 50.04%
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FAQs about the CBUS Super Cash Savings

The objective of the CBUS Super Cash Savings managed fund is To deliver a return of inflation plus: 1.0% a year over rolling 10-year periods.

The strategy of the CBUS Super Cash Savings managed fund is Likelihood of negative annual returns: Negligible in 20 years.

The APIR code of the CBUS Super Cash Savings managed fund is .

CBUS Super Cash Savings’s total return last month was 0.35%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2024.

CBUS Super Cash Savings’s total return for the last three months was 1%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Mar 2024.

CBUS Super Cash Savings’s one-year total return is 3.93%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2024.

CBUS Super Cash Savings’s one-year total return is 2.02%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the CBUS Super Cash Savings managed fund is :

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

The Responsible Entity for the CBUS Super Cash Savings managed fund is United Super Pty Ltd.

The CBUS Super Cash Savings managed fund belongs to the Australian Cash sector/asset class.

As at 31 Mar 2024, the size of the CBUS Super Cash Savings managed fund was $1495.63 million.

The CBUS Super Cash Savings managed fund has an inception date of 1 Apr 2009.

The current entry price of the CBUS Super Cash Savings managed fund is $ per unit and the current exit price is $1 per unit (as at ).

The current exit price of the CBUS Super Cash Savings managed fund is $1 per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the CBUS Super Cash Savings managed fund is $0. Minimum additional investment is $0.

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.