Suncorp WSmart Pension - Hyperion Australian Growth - Managed Fund (Closed)

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}

Peers

Benchmark ({{ fund.benchmark.name }})

{{ fund.model.name }}

The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

% p.a.

Average of peers ({{ fund.benchmark.peers.peerCount }})

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	2.01%	-7.18%	-4.83%	6.03%	-%	-%	-%	-%
Growth return	2.01%	-7.18%	-4.83%	6.03%	-%	-%	-%	-%
Income return	0%	0%	0%	0%	-%	-%	-%	-%
Market index (S&P/ASX 200 TR AUD)
Total return	4.11%	7.34%	4.07%	16.19%	13.02%	12.22%	10.78%	10.76%

As at 30 Nov 2016. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp WSmart Pension - Hyperion Australian Growth

Australian Equities: 98.55%

Cash: 1.45%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 95.83%

Cash: -0.98%

International Equities: 4.24%

Property & Infrastructure: 1.26%

Fixed Interest: -0.33%

Alternatives: -0.02%

General Information

Fund Details

Type	Description
Fund Name	Suncorp WSmart Pension - Hyperion Australian Growth
Fund Status	Closed
Responsible Entity	Suncorp Portfolio Services Limited
APIR Code	RSA0830AU
Sector/Asset Class	Equity Australia Large Growth
Morningstar Rating	Not Rated
Legal Structure	Allocated Pension
Fund Inception	1 Dec 2014
Fund Size	$0.29 million (as at 30 Nov 2016)
Entry Price	$1.1795 (as at 10 Jan 2017)
Exit Price	$1.1725 (as at 10 Jan 2017)
Fund Status	Finalised

Offer information

Type	Description
Indirect Cost Ratio (ICR)	0.85% (as at 12 Jan 2015)
Minimum initial investment
Minimum additional investments

Top 10 holdings (as at 31 Oct 2025)

Holding (as at 31 Oct 2025)	Type	% of Portfolio
Cochlear Ltd	Equity	10.72%
Login now to view the complete list of holdings.

Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

Your managed fund switching checklist. Is fear of capital gains tax holding you back?

The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.

Guide to tidying up your Portfolio Manager holdings

FAQs about the Suncorp WSmart Pension - Hyperion Australian Growth

What is the objective of the Suncorp WSmart Pension - Hyperion Australian Growth managed fund?

The objective of the Suncorp WSmart Pension - Hyperion Australian Growth managed fund is

What is the strategy for the Suncorp WSmart Pension - Hyperion Australian Growth managed fund?

The strategy of the Suncorp WSmart Pension - Hyperion Australian Growth managed fund is

What is the APIR code of the Suncorp WSmart Pension - Hyperion Australian Growth managed fund?

The APIR code of the Suncorp WSmart Pension - Hyperion Australian Growth managed fund is RSA0830AU.

What was Suncorp WSmart Pension - Hyperion Australian Growth’s total return last month?

Suncorp WSmart Pension - Hyperion Australian Growth’s total return last month was 2.01%. This was made up of a growth return of 2.01% and an income return of 0%. These returns were calculated as at 30 Nov 2016.

What was Suncorp WSmart Pension - Hyperion Australian Growth’s total return for the last three months?

Suncorp WSmart Pension - Hyperion Australian Growth’s total return for the last three months was -7.18%. This was made up of a growth return of -7.18% and an income return of 0%%. These returns were calculated as at 30 Nov 2016.

What is Suncorp WSmart Pension - Hyperion Australian Growth’s one-year total return?

Suncorp WSmart Pension - Hyperion Australian Growth’s one-year total return is 6.03%. This was made up of a growth return of 6.03% and an income return of 0%. These returns were calculated as at 30 Nov 2016.

What is Suncorp WSmart Pension - Hyperion Australian Growth’s three-year total return?

Suncorp WSmart Pension - Hyperion Australian Growth’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 30 Nov 2016.

What is the asset allocation of the Suncorp WSmart Pension - Hyperion Australian Growth managed fund?

The asset allocation of the Suncorp WSmart Pension - Hyperion Australian Growth managed fund is :

Australian Equities: 98.55%

Cash: 1.45%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the Suncorp WSmart Pension - Hyperion Australian Growth managed fund?

The Responsible Entity for the Suncorp WSmart Pension - Hyperion Australian Growth managed fund is Suncorp Portfolio Services Limited.

What sector/asset class does the Suncorp WSmart Pension - Hyperion Australian Growth managed fund belong to?

The Suncorp WSmart Pension - Hyperion Australian Growth managed fund belongs to the Equity Australia Large Growth sector/asset class.

What is the size of the Suncorp WSmart Pension - Hyperion Australian Growth managed fund?

As at 30 Nov 2016, the size of the Suncorp WSmart Pension - Hyperion Australian Growth managed fund was $0.29 million.

What is the inception date of the Suncorp WSmart Pension - Hyperion Australian Growth managed fund?

The Suncorp WSmart Pension - Hyperion Australian Growth managed fund has an inception date of 1 Dec 2014.

What is the current entry price of the Suncorp WSmart Pension - Hyperion Australian Growth managed fund?

The current entry price of the Suncorp WSmart Pension - Hyperion Australian Growth managed fund is $1.1795 per unit and the current exit price is $1.1725 per unit (as at 10 Jan 2017).

What is the current exit price of the Suncorp WSmart Pension - Hyperion Australian Growth managed fund?

The current exit price of the Suncorp WSmart Pension - Hyperion Australian Growth managed fund is $1.1725 per unit and the current entry price is $1.1795 per unit (as at 10 Jan 2017).

What is the minimum investment amount for the Suncorp WSmart Pension - Hyperion Australian Growth managed fund?

The minimum initial investment amount for the Suncorp WSmart Pension - Hyperion Australian Growth 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.

What our members say about us