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 | 1.09% | 1.35% | 2.58% | -13.67% | -2.07% | -1.01% | -% | -% |
Growth return | 1.09% | 1.35% | 2.58% | -13.67% | -2.07% | -1.01% | -% | -% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | -% | -% |
Market index (S&P/ASX 200 TR AUD)
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Total return | 3.1% | 7.03% | 11.65% | 14.74% | 14.82% | 13.04% | 12.32% | 9.87% |
Type | Description |
Suncorp Brighter Super Business - IML All Industrial Shares | |
Closed | |
Suncorp Portfolio Services Limited | |
RSA0932AU | |
Equity Australia Large Value | |
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|
Superannuation Fund | |
30 May 2016 | |
$0.33 million (as at 31 Oct 2020) | |
$1.3793 (as at 23 Nov 2020) | |
$1.3759 (as at 23 Nov 2020) | |
Finalised |
Type | Description |
MER | 1.59% (as at 3 Jul 2019) |
Indirect Cost Ratio (ICR) | 1.40% (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 31 Aug 2025) | Type | % of Portfolio |
CSL Ltd | Equity | 8.67% |
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The objective of the Suncorp Brighter Super Business - IML All Industrial Shares managed fund is To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the relevant S&P/ASX 300 Industrial Accumulation Index on a rolling 4-year basis.
The strategy of the Suncorp Brighter Super Business - IML All Industrial Shares managed fund is The fund will invest in a diversified portfolio of quality ASX listed Australian and New Zealand industrial shares, where these shares are identified by our investment team as being undervalued.
The APIR code of the Suncorp Brighter Super Business - IML All Industrial Shares managed fund is RSA0932AU.
Suncorp Brighter Super Business - IML All Industrial Shares’s total return last month was 1.09%. This was made up of a growth return of 1.09% and an income return of 0%. These returns were calculated as at 31 Oct 2020.
Suncorp Brighter Super Business - IML All Industrial Shares’s total return for the last three months was 1.35%. This was made up of a growth return of 1.35% and an income return of 0%%. These returns were calculated as at 31 Oct 2020.
Suncorp Brighter Super Business - IML All Industrial Shares’s one-year total return is -13.67%. This was made up of a growth return of -13.67% and an income return of 0%. These returns were calculated as at 31 Oct 2020.
Suncorp Brighter Super Business - IML All Industrial Shares’s one-year total return is -1.01%. This was made up of a growth return of -1.01% and an income return of 0%. These returns were calculated as at 31 Oct 2020.
The asset allocation of the Suncorp Brighter Super Business - IML All Industrial Shares managed fund is :
The Responsible Entity for the Suncorp Brighter Super Business - IML All Industrial Shares managed fund is Suncorp Portfolio Services Limited.
The Suncorp Brighter Super Business - IML All Industrial Shares managed fund belongs to the Equity Australia Large Value sector/asset class.
As at 31 Oct 2020, the size of the Suncorp Brighter Super Business - IML All Industrial Shares managed fund was $0.33 million.
The Suncorp Brighter Super Business - IML All Industrial Shares managed fund has an inception date of 30 May 2016.
The current entry price of the Suncorp Brighter Super Business - IML All Industrial Shares managed fund is $1.3793 per unit and the current exit price is $1.3759 per unit (as at 23 Nov 2020).
The current exit price of the Suncorp Brighter Super Business - IML All Industrial Shares managed fund is $1.3759 per unit and the current entry price is $1.3793 per unit (as at 23 Nov 2020).
The minimum initial investment amount for the Suncorp Brighter Super Business - IML All Industrial Shares 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.