Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
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)
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Total return | 1.42% | 4.1% | 5.63% | 9.6% | 10.37% | 9.02% | 6.33% | 6.31% |
Type | Description |
Suncorp Brighter Super Pension - Suncorp Universal Balanced | |
Closed | |
Suncorp Portfolio Services Limited | |
RSA1073AU | |
Multisector Balanced | |
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|
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 |
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 |
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 :
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.