Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 0.18% | 0.47% | 1.95% | 3.01% | 0.47% | 2.08% | 1.41% | -% |
Growth return | 0.18% | 0.47% | 1.95% | 3.01% | 0.47% | 2.08% | 1.41% | -% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | -% |
Market index (Bloomberg Global Aggregate TR Hdg AUD)
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Total return | 0.49% | 1.25% | 1.39% | 2.84% | 4.39% | 2.5% | -0.63% | 1.95% |
Type | Description |
Suncorp Brighter Super Business - Colonial Global Credit Income | |
Closed | |
Suncorp Portfolio Services Limited | |
RSA0905AU | |
Diversified Credit | |
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|
Superannuation Fund | |
30 May 2016 | |
$10.43 million (as at 31 Mar 2023) | |
$2.1593 (as at 31 May 2023) | |
$2.1528 (as at 31 May 2023) | |
Finalised |
Type | Description |
MER | 1.89% (as at 30 Sep 2022) |
Indirect Cost Ratio (ICR) | 1.23% (as at 30 Jun 2017) |
Performance fee (not included in ICR) | Not Available |
Minimum initial investment | |
Minimum additional investments | |
Minimum redemption amount |
Holding (as at 28 Feb 2025) | Type | % of Portfolio |
Aust 3yr Bond Fut Dec24 | Bond - Treasury Future | 13.21% |
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The objective of the Suncorp Brighter Super Business - Colonial Global Credit Income managed fund is To provide income-based returns and to outperform the Bloomberg AusBond Bank Bill Index over rolling 3-year periods before fees and taxes by investing in a diversified portfolio of higher yielding Australian and international fixed interest investments.
The strategy of the Suncorp Brighter Super Business - Colonial Global Credit Income managed fund is The fund invests in a portfolio of predominantly global corporate debt investments. The fund's strategy is to earn an income return from its investments, controlling risk through careful selection and monitoring, combined with broad diversification. The increased credit risk of corporate debt means that these investments have the potential to deliver higher returns over the medium term compared to cash. The fund uses derivatives to manage interest rate sensitivity and credit risk, and to hedge currency risk.
The APIR code of the Suncorp Brighter Super Business - Colonial Global Credit Income managed fund is RSA0905AU.
Suncorp Brighter Super Business - Colonial Global Credit Income’s total return last month was 0.18%. This was made up of a growth return of 0.18% and an income return of 0%. These returns were calculated as at 31 May 2023.
Suncorp Brighter Super Business - Colonial Global Credit Income’s total return for the last three months was 0.47%. This was made up of a growth return of 0.47% and an income return of 0%%. These returns were calculated as at 31 May 2023.
Suncorp Brighter Super Business - Colonial Global Credit Income’s one-year total return is 3.01%. This was made up of a growth return of 3.01% and an income return of 0%. These returns were calculated as at 31 May 2023.
Suncorp Brighter Super Business - Colonial Global Credit Income’s one-year total return is 2.08%. This was made up of a growth return of 2.08% and an income return of 0%. These returns were calculated as at 31 May 2023.
The asset allocation of the Suncorp Brighter Super Business - Colonial Global Credit Income managed fund is :
The Responsible Entity for the Suncorp Brighter Super Business - Colonial Global Credit Income managed fund is Suncorp Portfolio Services Limited.
The Suncorp Brighter Super Business - Colonial Global Credit Income managed fund belongs to the Diversified Credit sector/asset class.
As at 31 Mar 2023, the size of the Suncorp Brighter Super Business - Colonial Global Credit Income managed fund was $10.43 million.
The Suncorp Brighter Super Business - Colonial Global Credit Income managed fund has an inception date of 30 May 2016.
The current entry price of the Suncorp Brighter Super Business - Colonial Global Credit Income managed fund is $2.1593 per unit and the current exit price is $2.1528 per unit (as at 31 May 2023).
The current exit price of the Suncorp Brighter Super Business - Colonial Global Credit Income managed fund is $2.1528 per unit and the current entry price is $2.1593 per unit (as at 31 May 2023).
The minimum initial investment amount for the Suncorp Brighter Super Business - Colonial Global Credit Income 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.