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  5. Suncorp Brighter Super Per - Suncorp Lifestage 1995 - 99 - Managed fund profile

Suncorp Brighter Super Per - Suncorp Lifestage 1995 - 99 - Managed Fund (Closed)

Fund Objective
Primarily wealth generation with a return objective of CPI 4.5% over 10 years.

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 -0.72% 2.11% 1.87% 3.33% 2.64% 8.23% 6.49% -%
Growth return -0.72% 2.11% 1.87% 3.33% 2.64% 8.23% 6.49% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.21% 6.59% 8.29% 14.58% 15.23% 13.97% 11.61% 9.87%
As at 31 May 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Brighter Super Per - Suncorp Lifestage 1995 - 99
Australian Equities
27%
International Equities
51.73%
Cash
5.53%
Property & Infrastructure
8.29%
Fixed Interest
7.45%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.25%
International Equities
49.72%
Cash
2.42%
Property & Infrastructure
4.65%
Fixed Interest
5.34%
Alternatives
3.61%

General Information

Fund Details
Type Description
Suncorp Brighter Super Per - Suncorp Lifestage 1995 - 99
Closed
Suncorp Portfolio Services Limited
RSA1053AU
Multisector Life Stages ? 1990s and later
starstarstar (as at 31 May 2023)
Superannuation Fund
30 May 2016
$3.61 million (as at 31 Mar 2023)
$1.589 (as at 31 May 2023)
$1.5865 (as at 31 May 2023)
Finalised
Offer information
Type Description
MER 0.85% (as at 4 Feb 2022)
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 Per - Suncorp Lifestage 1995 - 99

The objective of the Suncorp Brighter Super Per - Suncorp Lifestage 1995 - 99 managed fund is Primarily wealth generation with a return objective of CPI+4.5% over 10 years.

The strategy of the Suncorp Brighter Super Per - Suncorp Lifestage 1995 - 99 managed fund is

The APIR code of the Suncorp Brighter Super Per - Suncorp Lifestage 1995 - 99 managed fund is RSA1053AU.

Suncorp Brighter Super Per - Suncorp Lifestage 1995 - 99’s total return last month was -0.72%. This was made up of a growth return of -0.72% and an income return of 0%. These returns were calculated as at 31 May 2023.

Suncorp Brighter Super Per - Suncorp Lifestage 1995 - 99’s total return for the last three months was 2.11%. This was made up of a growth return of 2.11% and an income return of 0%%. These returns were calculated as at 31 May 2023.

Suncorp Brighter Super Per - Suncorp Lifestage 1995 - 99’s one-year total return is 3.33%. This was made up of a growth return of 3.33% and an income return of 0%. These returns were calculated as at 31 May 2023.

Suncorp Brighter Super Per - Suncorp Lifestage 1995 - 99’s one-year total return is 8.23%. This was made up of a growth return of 8.23% and an income return of 0%. These returns were calculated as at 31 May 2023.

The asset allocation of the Suncorp Brighter Super Per - Suncorp Lifestage 1995 - 99 managed fund is :

Australian Equities
27%
International Equities
51.73%
Cash
5.53%
Property & Infrastructure
8.29%
Fixed Interest
7.45%
Alternatives
0%

The Responsible Entity for the Suncorp Brighter Super Per - Suncorp Lifestage 1995 - 99 managed fund is Suncorp Portfolio Services Limited.

The Suncorp Brighter Super Per - Suncorp Lifestage 1995 - 99 managed fund belongs to the Multisector Life Stages ? 1990s and later sector/asset class.

As at 31 Mar 2023, the size of the Suncorp Brighter Super Per - Suncorp Lifestage 1995 - 99 managed fund was $3.61 million.

The Suncorp Brighter Super Per - Suncorp Lifestage 1995 - 99 managed fund has an inception date of 30 May 2016.

The current entry price of the Suncorp Brighter Super Per - Suncorp Lifestage 1995 - 99 managed fund is $1.589 per unit and the current exit price is $1.5865 per unit (as at 31 May 2023).

The current exit price of the Suncorp Brighter Super Per - Suncorp Lifestage 1995 - 99 managed fund is $1.5865 per unit and the current entry price is $1.589 per unit (as at 31 May 2023).

The minimum initial investment amount for the Suncorp Brighter Super Per - Suncorp Lifestage 1995 - 99 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.