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  5. Suncorp Brighter Super Business - Perpetual Wholesale Geared Australian Shares - Managed fund profile

Suncorp Brighter Super Business - Perpetual Wholesale Geared Australian Shares - Managed Fund (Closed)

Fund Objective
Aims to enhance long-term capital growth through borrowing (gearing) to invest in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling 3-year periods.
Fund Strategy
Perpetual research companies of all sizes using consistent share selection criteria. Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria: conservative debt levels, sound management, quality business, and in the case of industrial shares, recurring earnings.

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 -2.42% 1.03% 8.53% 10.19% 22.84% 17% 12.32% -%
Growth return -2.42% 1.03% 8.53% 10.19% 22.84% 17% 12.32% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 28 Feb 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Brighter Super Business - Perpetual Wholesale Geared Australian Shares
Australian Equities
185.38%
International Equities
37.05%
Cash
-122.43%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.70%
International Equities
4.83%
Cash
-0.81%
Property & Infrastructure
1.44%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
Suncorp Brighter Super Business - Perpetual Wholesale Geared Australian Shares
Closed
Suncorp Portfolio Services Limited
RSA0977AU
Equity Australia Large Geared
starstar (as at 28 Feb 2023)
Superannuation Fund
30 May 2016
$0 million (as at 31 Mar 2023)
$7.3246 (as at 16 Mar 2023)
$7.2808 (as at 16 Mar 2023)
Finalised
Offer information
Type Description
MER 1.89% (as at 4 Feb 2022)
Indirect Cost Ratio (ICR) 1.77% (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 30 Jun 2025)

Holding (as at 30 Jun 2025) Type % of Portfolio
Commonwealth Bank of Australia Equity 20.98%
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FAQs about the Suncorp Brighter Super Business - Perpetual Wholesale Geared Australian Shares

The objective of the Suncorp Brighter Super Business - Perpetual Wholesale Geared Australian Shares managed fund is Aims to enhance long-term capital growth through borrowing (gearing) to invest in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling 3-year periods.

The strategy of the Suncorp Brighter Super Business - Perpetual Wholesale Geared Australian Shares managed fund is Perpetual research companies of all sizes using consistent share selection criteria. Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria: conservative debt levels, sound management, quality business, and in the case of industrial shares, recurring earnings.

The APIR code of the Suncorp Brighter Super Business - Perpetual Wholesale Geared Australian Shares managed fund is RSA0977AU.

Suncorp Brighter Super Business - Perpetual Wholesale Geared Australian Shares’s total return last month was -2.42%. This was made up of a growth return of -2.42% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Suncorp Brighter Super Business - Perpetual Wholesale Geared Australian Shares’s total return for the last three months was 1.03%. This was made up of a growth return of 1.03% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Suncorp Brighter Super Business - Perpetual Wholesale Geared Australian Shares’s one-year total return is 10.19%. This was made up of a growth return of 10.19% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Suncorp Brighter Super Business - Perpetual Wholesale Geared Australian Shares’s one-year total return is 17%. This was made up of a growth return of 17% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the Suncorp Brighter Super Business - Perpetual Wholesale Geared Australian Shares managed fund is :

Australian Equities
185.38%
International Equities
37.05%
Cash
-122.43%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Suncorp Brighter Super Business - Perpetual Wholesale Geared Australian Shares managed fund is Suncorp Portfolio Services Limited.

The Suncorp Brighter Super Business - Perpetual Wholesale Geared Australian Shares managed fund belongs to the Equity Australia Large Geared sector/asset class.

As at 31 Mar 2023, the size of the Suncorp Brighter Super Business - Perpetual Wholesale Geared Australian Shares managed fund was $0 million.

The Suncorp Brighter Super Business - Perpetual Wholesale Geared Australian Shares managed fund has an inception date of 30 May 2016.

The current entry price of the Suncorp Brighter Super Business - Perpetual Wholesale Geared Australian Shares managed fund is $7.3246 per unit and the current exit price is $7.2808 per unit (as at 16 Mar 2023).

The current exit price of the Suncorp Brighter Super Business - Perpetual Wholesale Geared Australian Shares managed fund is $7.2808 per unit and the current entry price is $7.3246 per unit (as at 16 Mar 2023).

The minimum initial investment amount for the Suncorp Brighter Super Business - Perpetual Wholesale Geared Australian 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.