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  5. Brighter Super Balanced Super - Managed fund profile

Brighter Super Balanced Super - Managed Fund

Fund Objective
Return target of 3.0% per year above inflation over rolling 10-year periods after fees and taxes.
Fund Strategy
Return target of 3.0% per year above inflation over rolling 10-year periods after fees and taxes.

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 0.16% 1.7% 6.16% 18.34% 11.51% 5.94% 8.12% -%
Growth return 0.16% 1.7% 6.16% -% 11.51% 5.94% 8.12% -%
Income return 0% 0% 0% -% 0% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return -0.43% 1.58% 7.38% 20.91% 12.04% 5.34% 6.61% 7.49%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Brighter Super Balanced Super
Australian Equities
20.65%
International Equities
41.75%
Cash
14.13%
Property
5.65%
Fixed Interest
17.81%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.50%
International Equities
33.67%
Cash
5.82%
Property
6.79%
Fixed Interest
21.62%
Alternatives
4.60%

General Information

Fund Details
Type Description
Brighter Super Balanced Super
Suncorp Portfolio Services Limited
RSA1066AU
Multisector Growth
starstarstarstarstar (as at 31 Oct 2024)
Superannuation Fund
30 May 2016
$311 million (as at 31 Mar 2023)
$3.7791 (as at 13 Nov 2024)
$3.7791 (as at 13 Nov 2024)
Open
Offer information
Type Description
MER 0.75% (as at 31 May 2024)
Indirect Cost Ratio (ICR) 1% (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 Super Balanced Super

The objective of the Brighter Super Balanced Super managed fund is Return target of 3.0% per year above inflation over rolling 10-year periods after fees and taxes.

The strategy of the Brighter Super Balanced Super managed fund is Return target of 3.0% per year above inflation over rolling 10-year periods after fees and taxes.

The APIR code of the Brighter Super Balanced Super managed fund is RSA1066AU.

Brighter Super Balanced Super’s total return last month was 0.16%. This was made up of a growth return of 0.16% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Brighter Super Balanced Super’s total return for the last three months was 1.7%. This was made up of a growth return of 1.7% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

Brighter Super Balanced Super’s one-year total return is 18.34%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

Brighter Super Balanced Super’s one-year total return is 5.94%. This was made up of a growth return of 5.94% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the Brighter Super Balanced Super managed fund is :

Australian Equities
20.65%
International Equities
41.75%
Cash
14.13%
Property
5.65%
Fixed Interest
17.81%
Alternatives
0%

The Responsible Entity for the Brighter Super Balanced Super managed fund is Suncorp Portfolio Services Limited.

The Brighter Super Balanced Super managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Mar 2023, the size of the Brighter Super Balanced Super managed fund was $311 million.

The Brighter Super Balanced Super managed fund has an inception date of 30 May 2016.

The current entry price of the Brighter Super Balanced Super managed fund is $3.7791 per unit and the current exit price is $3.7791 per unit (as at 13 Nov 2024).

The current exit price of the Brighter Super Balanced Super managed fund is $3.7791 per unit and the current entry price is $3.7791 per unit (as at 13 Nov 2024).

The minimum initial investment amount for the Brighter Super Balanced Super 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.