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  5. Suncorp Brighter Super Pension - Suncorp Guaranteed Cash - Managed fund profile

Suncorp Brighter Super Pension - Suncorp Guaranteed Cash - Managed Fund (Closed)

Fund Objective
To outperform the Bloomberg AusBond Bank Bill Index over any 3-year period through exposure to short-term highly rated credit investments.
Fund Strategy
The fund is restricted to investing in debt securities issued or guaranteed by Australian government and semi-government authorities, fixed interest instruments, floating rate instruments and short-term deposits or loans, bills of exchange, promissory notes or other negotiable instruments. Derivatives are permitted. Suncorp Life & Superannuation Limited guarantees that the unit price of the Suncorp Guaranteed Cash Fund will not fall.

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 0.01% 0.01% 0.01% 0.01% 0.45% 0.89% -% -%
Growth return 0.01% 0.01% 0.01% 0.01% 0.45% 0.89% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.3% 0.91% 1.91% 4.09% 4.22% 4% 2.52% 2.06%
As at 30 Apr 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Cash
44.83%
Australian Equities
3.94%
International Equities
6.69%
Property & Infrastructure
1.44%
Fixed Interest
20.70%
Alternatives
22.40%

General Information

Fund Details
Type Description
Suncorp Brighter Super Pension - Suncorp Guaranteed Cash
Closed
Suncorp Portfolio Services Limited
RSA1009AU
Australian Cash
Not Rated
Allocated Pension
30 May 2016
$0.81 million (as at 30 Apr 2021)
$1.5812 (as at 24 May 2021)
$1.5812 (as at 24 May 2021)
Finalised
Offer information
Type Description
MER 1.14% (as at 3 Jul 2019)
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 Pension - Suncorp Guaranteed Cash

The objective of the Suncorp Brighter Super Pension - Suncorp Guaranteed Cash managed fund is To outperform the Bloomberg AusBond Bank Bill Index over any 3-year period through exposure to short-term highly rated credit investments.

The strategy of the Suncorp Brighter Super Pension - Suncorp Guaranteed Cash managed fund is The fund is restricted to investing in debt securities issued or guaranteed by Australian government and semi-government authorities, fixed interest instruments, floating rate instruments and short-term deposits or loans, bills of exchange, promissory notes or other negotiable instruments. Derivatives are permitted. Suncorp Life & Superannuation Limited guarantees that the unit price of the Suncorp Guaranteed Cash Fund will not fall.

The APIR code of the Suncorp Brighter Super Pension - Suncorp Guaranteed Cash managed fund is RSA1009AU.

Suncorp Brighter Super Pension - Suncorp Guaranteed Cash’s total return last month was 0.01%. This was made up of a growth return of 0.01% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

Suncorp Brighter Super Pension - Suncorp Guaranteed Cash’s total return for the last three months was 0.01%. This was made up of a growth return of 0.01% and an income return of 0%%. These returns were calculated as at 30 Apr 2021.

Suncorp Brighter Super Pension - Suncorp Guaranteed Cash’s one-year total return is 0.01%. This was made up of a growth return of 0.01% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

Suncorp Brighter Super Pension - Suncorp Guaranteed Cash’s one-year total return is 0.89%. This was made up of a growth return of 0.89% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

The asset allocation of the Suncorp Brighter Super Pension - Suncorp Guaranteed Cash managed fund is :

Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Suncorp Brighter Super Pension - Suncorp Guaranteed Cash managed fund is Suncorp Portfolio Services Limited.

The Suncorp Brighter Super Pension - Suncorp Guaranteed Cash managed fund belongs to the Australian Cash sector/asset class.

As at 30 Apr 2021, the size of the Suncorp Brighter Super Pension - Suncorp Guaranteed Cash managed fund was $0.81 million.

The Suncorp Brighter Super Pension - Suncorp Guaranteed Cash managed fund has an inception date of 30 May 2016.

The current entry price of the Suncorp Brighter Super Pension - Suncorp Guaranteed Cash managed fund is $1.5812 per unit and the current exit price is $1.5812 per unit (as at 24 May 2021).

The current exit price of the Suncorp Brighter Super Pension - Suncorp Guaranteed Cash managed fund is $1.5812 per unit and the current entry price is $1.5812 per unit (as at 24 May 2021).

The minimum initial investment amount for the Suncorp Brighter Super Pension - Suncorp Guaranteed Cash 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.