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  5. Suncorp Brighter Super Pension - Suncorp Universal Balanced - Managed fund profile

Suncorp Brighter Super Pension - Suncorp Universal Balanced - Managed Fund (Closed)

Fund Objective
The fund seeks CPI 2.5% over 10 years.
Fund Strategy
The fund holds a balanced diversified mix of growth and income investments.

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 0.17% -0.39% 3.72% 14.39% 7% 8.42% 7.31% -%
Growth return 0.17% -0.39% 3.72% 14.39% 7% 8.42% 7.31% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 1.42% 4.1% 5.63% 9.6% 10.37% 9.02% 6.33% 6.31%
As at 31 Oct 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Brighter Super Pension - Suncorp Universal Balanced
Australian Equities
17.51%
International Equities
29.12%
Cash
20.21%
Property & Infrastructure
5.73%
Fixed Interest
27.42%
Alternatives
0%
Average Allocation of Peers
Australian Equities
16.39%
International Equities
27.85%
Cash
8.27%
Property & Infrastructure
3.78%
Fixed Interest
36.21%
Alternatives
7.51%

General Information

Fund Details
Type Description
Suncorp Brighter Super Pension - Suncorp Universal Balanced
Closed
Suncorp Portfolio Services Limited
RSA1073AU
Multisector Balanced
starstarstarstar (as at 31 Oct 2021)
Allocated Pension
30 May 2016
$5.78 million (as at 30 Nov 2021)
$1.7518 (as at 22 Nov 2021)
$1.7502 (as at 22 Nov 2021)
Finalised
Offer information
Type Description
MER 0.83% (as at 3 Jul 2019)
Indirect Cost Ratio (ICR) 0.85% (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 Universal Balanced

The objective of the Suncorp Brighter Super Pension - Suncorp Universal Balanced managed fund is The fund seeks CPI + 2.5% over 10 years.

The strategy of the Suncorp Brighter Super Pension - Suncorp Universal Balanced managed fund is The fund holds a balanced diversified mix of growth and income investments.

The APIR code of the Suncorp Brighter Super Pension - Suncorp Universal Balanced managed fund is RSA1073AU.

Suncorp Brighter Super Pension - Suncorp Universal Balanced’s total return last month was 0.17%. This was made up of a growth return of 0.17% and an income return of 0%. These returns were calculated as at 31 Oct 2021.

Suncorp Brighter Super Pension - Suncorp Universal Balanced’s total return for the last three months was -0.39%. This was made up of a growth return of -0.39% and an income return of 0%%. These returns were calculated as at 31 Oct 2021.

Suncorp Brighter Super Pension - Suncorp Universal Balanced’s one-year total return is 14.39%. This was made up of a growth return of 14.39% and an income return of 0%. These returns were calculated as at 31 Oct 2021.

Suncorp Brighter Super Pension - Suncorp Universal Balanced’s one-year total return is 8.42%. This was made up of a growth return of 8.42% and an income return of 0%. These returns were calculated as at 31 Oct 2021.

The asset allocation of the Suncorp Brighter Super Pension - Suncorp Universal Balanced managed fund is :

Australian Equities
17.51%
International Equities
29.12%
Cash
20.21%
Property & Infrastructure
5.73%
Fixed Interest
27.42%
Alternatives
0%

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

The Suncorp Brighter Super Pension - Suncorp Universal Balanced managed fund belongs to the Multisector Balanced sector/asset class.

As at 30 Nov 2021, the size of the Suncorp Brighter Super Pension - Suncorp Universal Balanced managed fund was $5.78 million.

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

The current entry price of the Suncorp Brighter Super Pension - Suncorp Universal Balanced managed fund is $1.7518 per unit and the current exit price is $1.7502 per unit (as at 22 Nov 2021).

The current exit price of the Suncorp Brighter Super Pension - Suncorp Universal Balanced managed fund is $1.7502 per unit and the current entry price is $1.7518 per unit (as at 22 Nov 2021).

The minimum initial investment amount for the Suncorp Brighter Super Pension - Suncorp Universal Balanced 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.