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  5. Brighter Optimiser Global Property - Sup - Managed fund profile

Brighter Optimiser Global Property - Sup - Managed Fund

Fund Objective
Aims to deliver a similar or superior risk-return profile to the FTSE/ NAREIT Developed Markets Real Estate Index ($A net dividends reinvested) over rolling 5-year periods.
Fund Strategy
The fund invests predominantly in global listed REITs across developed and emerging markets via investment in unlisted unit trusts, ETFs, direct securities, and foreign exchange contracts for currency hedging purposes.

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 -5.19% -0.52% 12.36% 1.91% -5.11% -1.15% -0.3% -%
Growth return -5.19% -0.52% -% 1.91% -5.11% -1.15% -0.3% -%
Income return 0% 0% -% 0% 0% 0% 0% -%
Market index (UBS Global Investors Ex AUS NR Hdg AUD)
Total return -0.66% -3.15% 4.21% 14.82% 13.19% 16.95% 16.58% 7.77%
As at 30 Apr 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Brighter Optimiser Global Property - Sup
Australian Equities
0.26%
Cash
2.03%
Property
97.71%
International Equities
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
0.51%
Cash
1.64%
Property
89.94%
International Equities
7.89%
Alternatives
0.02%

General Information

Fund Details
Type Description
Brighter Optimiser Global Property - Sup
Suncorp Portfolio Services Limited
RSA1005AU
Equity Global Real Estate
starstarstar (as at 30 Apr 2024)
Superannuation Fund
30 May 2016
$2.97 million (as at 31 Mar 2023)
$1.19659 (as at 30 May 2024)
$1.19659 (as at 30 May 2024)
Finalised
Offer information
Type Description
MER 0.83% (as at 12 Dec 2023)
Indirect Cost Ratio (ICR) 0.75% (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 Brighter Optimiser Global Property - Sup

The objective of the Brighter Optimiser Global Property - Sup managed fund is Aims to deliver a similar or superior risk-return profile to the FTSE/ NAREIT Developed Markets Real Estate Index ($A net dividends reinvested) over rolling 5-year periods.

The strategy of the Brighter Optimiser Global Property - Sup managed fund is The fund invests predominantly in global listed REITs across developed and emerging markets via investment in unlisted unit trusts, ETFs, direct securities, and foreign exchange contracts for currency hedging purposes.

The APIR code of the Brighter Optimiser Global Property - Sup managed fund is RSA1005AU.

Brighter Optimiser Global Property - Sup’s total return last month was -5.19%. This was made up of a growth return of -5.19% and an income return of 0%. These returns were calculated as at 30 Apr 2024.

Brighter Optimiser Global Property - Sup’s total return for the last three months was -0.52%. This was made up of a growth return of -0.52% and an income return of 0%%. These returns were calculated as at 30 Apr 2024.

Brighter Optimiser Global Property - Sup’s one-year total return is 1.91%. This was made up of a growth return of 1.91% and an income return of 0%. These returns were calculated as at 30 Apr 2024.

Brighter Optimiser Global Property - Sup’s one-year total return is -1.15%. This was made up of a growth return of -1.15% and an income return of 0%. These returns were calculated as at 30 Apr 2024.

The asset allocation of the Brighter Optimiser Global Property - Sup managed fund is :

Australian Equities
0.26%
Cash
2.03%
Property
97.71%
International Equities
0%
Alternatives
0%

The Responsible Entity for the Brighter Optimiser Global Property - Sup managed fund is Suncorp Portfolio Services Limited.

The Brighter Optimiser Global Property - Sup managed fund belongs to the Equity Global Real Estate sector/asset class.

As at 31 Mar 2023, the size of the Brighter Optimiser Global Property - Sup managed fund was $2.97 million.

The Brighter Optimiser Global Property - Sup managed fund has an inception date of 30 May 2016.

The current entry price of the Brighter Optimiser Global Property - Sup managed fund is $1.19659 per unit and the current exit price is $1.19659 per unit (as at 30 May 2024).

The current exit price of the Brighter Optimiser Global Property - Sup managed fund is $1.19659 per unit and the current entry price is $1.19659 per unit (as at 30 May 2024).

The minimum initial investment amount for the Brighter Optimiser Global Property - Sup 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.