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% | -0.41% | 3.48% | 12.8% | 5.88% | 7.22% | 6.32% | -% |
Growth return | 0.17% | -0.41% | 3.48% | 12.8% | 5.88% | 7.22% | 6.32% | -% |
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 Per - Suncorp Universal Balanced | |
Closed | |
Suncorp Portfolio Services Limited | |
RSA1072AU | |
Multisector Balanced | |
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|
Superannuation Fund | |
30 May 2016 | |
$3.62 million (as at 31 Oct 2021) | |
$1.6931 (as at 22 Nov 2021) | |
$1.6916 (as at 22 Nov 2021) | |
Finalised |
Type | Description |
MER | 0.88% (as at 3 Jul 2019) |
Indirect Cost Ratio (ICR) | 0% (as at 1 Oct 2021) |
Performance fee (not included in ICR) | Not Available |
Minimum initial investment | |
Minimum additional investments | |
Minimum redemption amount |
The objective of the Suncorp Brighter Super Per - Suncorp Universal Balanced managed fund is The fund seeks CPI + 2.5% over 10 years.
The strategy of the Suncorp Brighter Super Per - 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 Per - Suncorp Universal Balanced managed fund is RSA1072AU.
Suncorp Brighter Super Per - 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 Per - Suncorp Universal Balanced’s total return for the last three months was -0.41%. This was made up of a growth return of -0.41% and an income return of 0%%. These returns were calculated as at 31 Oct 2021.
Suncorp Brighter Super Per - Suncorp Universal Balanced’s one-year total return is 12.8%. This was made up of a growth return of 12.8% and an income return of 0%. These returns were calculated as at 31 Oct 2021.
Suncorp Brighter Super Per - Suncorp Universal Balanced’s one-year total return is 7.22%. This was made up of a growth return of 7.22% and an income return of 0%. These returns were calculated as at 31 Oct 2021.
The asset allocation of the Suncorp Brighter Super Per - Suncorp Universal Balanced managed fund is :
The Responsible Entity for the Suncorp Brighter Super Per - Suncorp Universal Balanced managed fund is Suncorp Portfolio Services Limited.
The Suncorp Brighter Super Per - Suncorp Universal Balanced managed fund belongs to the Multisector Balanced sector/asset class.
As at 31 Oct 2021, the size of the Suncorp Brighter Super Per - Suncorp Universal Balanced managed fund was $3.62 million.
The Suncorp Brighter Super Per - Suncorp Universal Balanced managed fund has an inception date of 30 May 2016.
The current entry price of the Suncorp Brighter Super Per - Suncorp Universal Balanced managed fund is $1.6931 per unit and the current exit price is $1.6916 per unit (as at 22 Nov 2021).
The current exit price of the Suncorp Brighter Super Per - Suncorp Universal Balanced managed fund is $1.6916 per unit and the current entry price is $1.6931 per unit (as at 22 Nov 2021).
The minimum initial investment amount for the Suncorp Brighter Super Per - 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.