InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. Suncorp Brighter Super Business - Multi-manager High Growth - Managed fund profile

Suncorp Brighter Super Business - Multi-manager High Growth - Managed Fund (Closed)

Fund Objective
Return target of 3.5% per year above inflation over rolling 10-year periods after fees and taxes.
Fund Strategy
Return target of 3.5% per year above inflation over rolling 10-year periods after fees and taxes.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.51% 2.55% 3.26% 6.71% 4.39% 9.72% 8.63% -%
Growth return -0.51% 2.55% 3.26% 6.71% 4.39% 9.72% 8.63% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.21% 6.59% 8.29% 14.58% 15.23% 13.97% 11.61% 9.87%
As at 31 May 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Brighter Super Business - Multi-manager High Growth
Australian Equities
26.30%
International Equities
47.37%
Cash
10.48%
Property & Infrastructure
8.25%
Fixed Interest
7.60%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.24%
International Equities
49.73%
Cash
2.42%
Property & Infrastructure
4.65%
Fixed Interest
5.34%
Alternatives
3.61%

General Information

Fund Details
Type Description
Suncorp Brighter Super Business - Multi-manager High Growth
Closed
Suncorp Portfolio Services Limited
RSA1071AU
Multisector Aggressive
starstarstarstarstar (as at 31 May 2023)
Superannuation Fund
30 May 2016
$180.44 million (as at 31 Mar 2023)
$3.2142 (as at 31 May 2023)
$3.2055 (as at 31 May 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

FAQs about the Suncorp Brighter Super Business - Multi-manager High Growth

The objective of the Suncorp Brighter Super Business - Multi-manager High Growth managed fund is Return target of 3.5% per year above inflation over rolling 10-year periods after fees and taxes.

The strategy of the Suncorp Brighter Super Business - Multi-manager High Growth managed fund is Return target of 3.5% per year above inflation over rolling 10-year periods after fees and taxes.

The APIR code of the Suncorp Brighter Super Business - Multi-manager High Growth managed fund is RSA1071AU.

Suncorp Brighter Super Business - Multi-manager High Growth’s total return last month was -0.51%. This was made up of a growth return of -0.51% and an income return of 0%. These returns were calculated as at 31 May 2023.

Suncorp Brighter Super Business - Multi-manager High Growth’s total return for the last three months was 2.55%. This was made up of a growth return of 2.55% and an income return of 0%%. These returns were calculated as at 31 May 2023.

Suncorp Brighter Super Business - Multi-manager High Growth’s one-year total return is 6.71%. This was made up of a growth return of 6.71% and an income return of 0%. These returns were calculated as at 31 May 2023.

Suncorp Brighter Super Business - Multi-manager High Growth’s one-year total return is 9.72%. This was made up of a growth return of 9.72% and an income return of 0%. These returns were calculated as at 31 May 2023.

The asset allocation of the Suncorp Brighter Super Business - Multi-manager High Growth managed fund is :

Australian Equities
26.30%
International Equities
47.37%
Cash
10.48%
Property & Infrastructure
8.25%
Fixed Interest
7.60%
Alternatives
0%

The Responsible Entity for the Suncorp Brighter Super Business - Multi-manager High Growth managed fund is Suncorp Portfolio Services Limited.

The Suncorp Brighter Super Business - Multi-manager High Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Mar 2023, the size of the Suncorp Brighter Super Business - Multi-manager High Growth managed fund was $180.44 million.

The Suncorp Brighter Super Business - Multi-manager High Growth managed fund has an inception date of 30 May 2016.

The current entry price of the Suncorp Brighter Super Business - Multi-manager High Growth managed fund is $3.2142 per unit and the current exit price is $3.2055 per unit (as at 31 May 2023).

The current exit price of the Suncorp Brighter Super Business - Multi-manager High Growth managed fund is $3.2055 per unit and the current entry price is $3.2142 per unit (as at 31 May 2023).

The minimum initial investment amount for the Suncorp Brighter Super Business - Multi-manager High Growth 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.