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  5. Suncorp Everyday Super - Sun Lifestage 1945 - 1949 - Managed fund profile

Suncorp Everyday Super - Sun Lifestage 1945 - 1949 - Managed Fund (Closed)

Fund Performance Comparison

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Fees Comparison

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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 -0.6% 1.77% 1.58% 1.58% 0.1% 3.38% 3.57% -%
Growth return -0.6% 1.77% 1.58% 1.58% 0.1% 3.38% 3.57% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 1.06% 2.87% 4.38% 7.21% 7.92% 6.66% 3.89% 4.5%
As at 31 May 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Everyday Super - Sun Lifestage 1945 - 1949
Australian Equities
13.22%
International Equities
22.74%
Cash
25.23%
Property & Infrastructure
5.44%
Fixed Interest
33.37%
Alternatives
0%
Average Allocation of Peers
Australian Equities
10.84%
International Equities
15.23%
Cash
15%
Property & Infrastructure
3.67%
Fixed Interest
49.62%
Alternatives
5.64%

General Information

Fund Details
Type Description
Suncorp Everyday Super - Sun Lifestage 1945 - 1949
Closed
Suncorp Portfolio Services Limited
RSA2870AU
Multisector Life Stages ? 1940s and earlier
starstarstarstarstar (as at 31 Mar 2023)
Superannuation Fund
27 May 2017
$4.01 million (as at 31 Mar 2023)
$1.2961 (as at 31 May 2023)
$1.294 (as at 31 May 2023)
Finalised
Offer information
Type Description
MER 0.54% (as at 1 Apr 2022)
Indirect Cost Ratio (ICR) 0.25% (as at 30 Jun 2022)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments

FAQs about the Suncorp Everyday Super - Sun Lifestage 1945 - 1949

The objective of the Suncorp Everyday Super - Sun Lifestage 1945 - 1949 managed fund is

The strategy of the Suncorp Everyday Super - Sun Lifestage 1945 - 1949 managed fund is

The APIR code of the Suncorp Everyday Super - Sun Lifestage 1945 - 1949 managed fund is RSA2870AU.

Suncorp Everyday Super - Sun Lifestage 1945 - 1949’s total return last month was -0.6%. This was made up of a growth return of -0.6% and an income return of 0%. These returns were calculated as at 31 May 2023.

Suncorp Everyday Super - Sun Lifestage 1945 - 1949’s total return for the last three months was 1.77%. This was made up of a growth return of 1.77% and an income return of 0%%. These returns were calculated as at 31 May 2023.

Suncorp Everyday Super - Sun Lifestage 1945 - 1949’s one-year total return is 1.58%. This was made up of a growth return of 1.58% and an income return of 0%. These returns were calculated as at 31 May 2023.

Suncorp Everyday Super - Sun Lifestage 1945 - 1949’s one-year total return is 3.38%. This was made up of a growth return of 3.38% and an income return of 0%. These returns were calculated as at 31 May 2023.

The asset allocation of the Suncorp Everyday Super - Sun Lifestage 1945 - 1949 managed fund is :

Australian Equities
13.22%
International Equities
22.74%
Cash
25.23%
Property & Infrastructure
5.44%
Fixed Interest
33.37%
Alternatives
0%

The Responsible Entity for the Suncorp Everyday Super - Sun Lifestage 1945 - 1949 managed fund is Suncorp Portfolio Services Limited.

The Suncorp Everyday Super - Sun Lifestage 1945 - 1949 managed fund belongs to the Multisector Life Stages ? 1940s and earlier sector/asset class.

As at 31 Mar 2023, the size of the Suncorp Everyday Super - Sun Lifestage 1945 - 1949 managed fund was $4.01 million.

The Suncorp Everyday Super - Sun Lifestage 1945 - 1949 managed fund has an inception date of 27 May 2017.

The current entry price of the Suncorp Everyday Super - Sun Lifestage 1945 - 1949 managed fund is $1.2961 per unit and the current exit price is $1.294 per unit (as at 31 May 2023).

The current exit price of the Suncorp Everyday Super - Sun Lifestage 1945 - 1949 managed fund is $1.294 per unit and the current entry price is $1.2961 per unit (as at 31 May 2023).

The minimum initial investment amount for the Suncorp Everyday Super - Sun Lifestage 1945 - 1949 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.