InvestSMART

Suncorp Brighter Super Business - Morningstar Moderate - Managed Fund (Closed)

Fund Objective
Aims to outperform the investment benchmark (strategic asset allocation weighted composite return of the sector benchmarks) over 3 to 5 years.
Fund Strategy
An actively managed diversified fund with a long-term average exposure of around 30% to growth assets such as shares, property and infrastructure and around 70% exposure to defensive assets such as cash and fixed interest. The fund will be invested dynamically across managed funds, direct securities, exchange traded funds, foreign exchange contracts and/or derivatives. The fund aims to deliver real returns whilst preserving capital over the targeted investment horizon.

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 -0.95% 0.09% 0.99% -1.4% 0.73% 1.1% 2.17% -%
Growth return -0.95% 0.09% 0.99% -1.4% 0.73% 1.1% 2.17% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 0.47% 2.26% 5.93% 6.71% 9.26% 8% 4.02% 4.61%
As at 28 Feb 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Brighter Super Business - Morningstar Moderate
Australian Equities
10.23%
International Equities
17.62%
Cash
25.56%
Fixed Interest
46.60%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
10.93%
International Equities
14.97%
Cash
15.03%
Fixed Interest
49.81%
Property & Infrastructure
3.70%
Alternatives
5.57%

General Information

Fund Details
Type Description
Suncorp Brighter Super Business - Morningstar Moderate
Closed
Suncorp Portfolio Services Limited
RSA0962AU
Multisector Moderate
starstarstar (as at 28 Feb 2023)
Superannuation Fund
30 May 2016
$32.04 million (as at 28 Feb 2023)
$1.8856 (as at 16 Mar 2023)
$1.883 (as at 16 Mar 2023)
Finalised
Offer information
Type Description
MER 1.89% (as at 4 Feb 2022)
Indirect Cost Ratio (ICR) 1.05% (as at 30 Jun 2017)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 28 Feb 2023)

Holding (as at 28 Feb 2023) Type % of Portfolio
Morningstar Australian Bonds Z Mutual Fund - Open End 22.85%
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FAQs about the Suncorp Brighter Super Business - Morningstar Moderate

The objective of the Suncorp Brighter Super Business - Morningstar Moderate managed fund is Aims to outperform the investment benchmark (strategic asset allocation weighted composite return of the sector benchmarks) over 3 to 5 years.

The strategy of the Suncorp Brighter Super Business - Morningstar Moderate managed fund is An actively managed diversified fund with a long-term average exposure of around 30% to growth assets such as shares, property and infrastructure and around 70% exposure to defensive assets such as cash and fixed interest. The fund will be invested dynamically across managed funds, direct securities, exchange traded funds, foreign exchange contracts and/or derivatives. The fund aims to deliver real returns whilst preserving capital over the targeted investment horizon.

The APIR code of the Suncorp Brighter Super Business - Morningstar Moderate managed fund is RSA0962AU.

Suncorp Brighter Super Business - Morningstar Moderate’s total return last month was -0.95%. This was made up of a growth return of -0.95% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Suncorp Brighter Super Business - Morningstar Moderate’s total return for the last three months was 0.09%. This was made up of a growth return of 0.09% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Suncorp Brighter Super Business - Morningstar Moderate’s one-year total return is -1.4%. This was made up of a growth return of -1.4% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Suncorp Brighter Super Business - Morningstar Moderate’s one-year total return is 1.1%. This was made up of a growth return of 1.1% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the Suncorp Brighter Super Business - Morningstar Moderate managed fund is :

Australian Equities
10.23%
International Equities
17.62%
Cash
25.56%
Fixed Interest
46.60%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the Suncorp Brighter Super Business - Morningstar Moderate managed fund is Suncorp Portfolio Services Limited.

The Suncorp Brighter Super Business - Morningstar Moderate managed fund belongs to the Multisector Moderate sector/asset class.

As at 28 Feb 2023, the size of the Suncorp Brighter Super Business - Morningstar Moderate managed fund was $32.04 million.

The Suncorp Brighter Super Business - Morningstar Moderate managed fund has an inception date of 30 May 2016.

The current entry price of the Suncorp Brighter Super Business - Morningstar Moderate managed fund is $1.8856 per unit and the current exit price is $1.883 per unit (as at 16 Mar 2023).

The current exit price of the Suncorp Brighter Super Business - Morningstar Moderate managed fund is $1.883 per unit and the current entry price is $1.8856 per unit (as at 16 Mar 2023).

The minimum initial investment amount for the Suncorp Brighter Super Business - Morningstar Moderate 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.