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 | -1.31% | 5.28% | 11.19% | 5.66% | -% | -% | -% | -% |
| Growth return | -1.31% | 5.28% | 11.19% | 5.66% | -% | -% | -% | -% |
| Income return | 0% | 0% | 0% | 0% | -% | -% | -% | -% |
|
Market index (S&P Global Natural Resources TR AUD)
|
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| Total return | 0.55% | 6.19% | 13.38% | 11.33% | 7.94% | 6.15% | 16.52% | 10.25% |
| Type | Description |
| Suncorp Brighter Super Per - Colonial Global Resources | |
| Closed | |
| Suncorp Portfolio Services Limited | |
| RSA0906AU | |
| Equity Global Resources | |
| Not Rated | |
| Superannuation Fund | |
| 30 May 2016 | |
| $1.24 million (as at 31 Jan 2018) | |
| $1.1825 (as at 5 Feb 2018) | |
| $1.1825 (as at 5 Feb 2018) | |
| Finalised |
| Type | Description |
| Indirect Cost Ratio (ICR) | 1.72% (as at 30 Jun 2017) |
| Performance fee (not included in ICR) | Not Available |
| Minimum initial investment | |
| Minimum additional investments | |
| Minimum redemption amount |
| Holding (as at 31 Jul 2025) | Type | % of Portfolio |
| BHP Group Ltd | Equity | 4.23% |
| Login now to view the complete list of holdings. | ||
The objective of the Suncorp Brighter Super Per - Colonial Global Resources managed fund is To provide long-term capital growth by predominantly investing in resource companies from around the world. The option aims to outperform the Euromoney Global Mining Accumulation Index (75%) and the MSCI All Country World Energy Net Index (25%) over rolling 5-year periods before fees and taxes.
The strategy of the Suncorp Brighter Super Per - Colonial Global Resources managed fund is The option's strategy is to add value over the medium-to-long term by investing in quality global resource companies. Rather than attempting to predict commodity price movements, they choose to focus on quality resource companies around the world. These companies typically have strong balance sheets, quality management, high quality assets and a low cost of production. The option does not hedge currency risk.
The APIR code of the Suncorp Brighter Super Per - Colonial Global Resources managed fund is RSA0906AU.
Suncorp Brighter Super Per - Colonial Global Resources’s total return last month was -1.31%. This was made up of a growth return of -1.31% and an income return of 0%. These returns were calculated as at 31 Jan 2018.
Suncorp Brighter Super Per - Colonial Global Resources’s total return for the last three months was 5.28%. This was made up of a growth return of 5.28% and an income return of 0%%. These returns were calculated as at 31 Jan 2018.
Suncorp Brighter Super Per - Colonial Global Resources’s one-year total return is 5.66%. This was made up of a growth return of 5.66% and an income return of 0%. These returns were calculated as at 31 Jan 2018.
Suncorp Brighter Super Per - Colonial Global Resources’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2018.
The asset allocation of the Suncorp Brighter Super Per - Colonial Global Resources managed fund is :
The Responsible Entity for the Suncorp Brighter Super Per - Colonial Global Resources managed fund is Suncorp Portfolio Services Limited.
The Suncorp Brighter Super Per - Colonial Global Resources managed fund belongs to the Equity Global Resources sector/asset class.
As at 31 Jan 2018, the size of the Suncorp Brighter Super Per - Colonial Global Resources managed fund was $1.24 million.
The Suncorp Brighter Super Per - Colonial Global Resources managed fund has an inception date of 30 May 2016.
The current entry price of the Suncorp Brighter Super Per - Colonial Global Resources managed fund is $1.1825 per unit and the current exit price is $1.1825 per unit (as at 5 Feb 2018).
The current exit price of the Suncorp Brighter Super Per - Colonial Global Resources managed fund is $1.1825 per unit and the current entry price is $1.1825 per unit (as at 5 Feb 2018).
The minimum initial investment amount for the Suncorp Brighter Super Per - Colonial Global Resources 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.