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  5. Suncorp Brighter Super Business - Hyperion Australian Growth Companies - Managed fund profile

Suncorp Brighter Super Business - Hyperion Australian Growth Companies - Managed Fund (Closed)

Fund Objective
The fund seeks to achieve medium to long-term capital growth and income through investing in high calibre Australian companies. The fund aims to achieve a total return after expenses that exceed the S&P/ ASX 300 Accumulation Index over a 5-year horizon. The fund is highly concentrated, containing between 15-30 stocks, with low turnover.
Fund Strategy
Hyperion actively manages its portfolio of companies using proprietary quantitative analytical models, as well as qualitative bottom-up research. Hyperion's rigorous research process creates high-conviction, benchmark insensitive portfolios with excellent after-tax efficiency.

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 -0.67% 2.18% 6.04% 8.39% -1.66% 8.19% 9.16% -%
Growth return -0.67% 2.18% 6.04% 8.39% -1.66% 8.19% 9.16% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (S&P/ASX 200 TR AUD)
Total return -1.31% 2.1% 8.44% 24.89% 13.39% 8.01% 8.17% 8.32%
As at 31 May 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Brighter Super Business - Hyperion Australian Growth Companies
Australian Equities
97.06%
Cash
2.94%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.29%
Cash
-0.11%
International Equities
4.30%
Property
2.11%
Fixed Interest
0.40%
Alternatives
0.01%

General Information

Fund Details
Type Description
Suncorp Brighter Super Business - Hyperion Australian Growth Companies
Closed
Suncorp Portfolio Services Limited
RSA0929AU
Equity Australia Large Growth
starstarstar (as at 31 May 2023)
Superannuation Fund
30 May 2016
$19.18 million (as at 31 Mar 2023)
$2.1597 (as at 31 May 2023)
$2.1468 (as at 31 May 2023)
Finalised
Offer information
Type Description
MER 1.89% (as at 30 Sep 2022)
Indirect Cost Ratio (ICR) 1.45% (as at 30 Jun 2017)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Oct 2024)

Holding (as at 31 Oct 2024) Type % of Portfolio
Block Inc Chess Depository Interest Equity 9.20%
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FAQs about the Suncorp Brighter Super Business - Hyperion Australian Growth Companies

The objective of the Suncorp Brighter Super Business - Hyperion Australian Growth Companies managed fund is The fund seeks to achieve medium to long-term capital growth and income through investing in high calibre Australian companies. The fund aims to achieve a total return after expenses that exceed the S&P/ ASX 300 Accumulation Index over a 5-year horizon. The fund is highly concentrated, containing between 15-30 stocks, with low turnover.

The strategy of the Suncorp Brighter Super Business - Hyperion Australian Growth Companies managed fund is Hyperion actively manages its portfolio of companies using proprietary quantitative analytical models, as well as qualitative bottom-up research. Hyperion's rigorous research process creates high-conviction, benchmark insensitive portfolios with excellent after-tax efficiency.

The APIR code of the Suncorp Brighter Super Business - Hyperion Australian Growth Companies managed fund is RSA0929AU.

Suncorp Brighter Super Business - Hyperion Australian Growth Companies’s total return last month was -0.67%. This was made up of a growth return of -0.67% and an income return of 0%. These returns were calculated as at 31 May 2023.

Suncorp Brighter Super Business - Hyperion Australian Growth Companies’s total return for the last three months was 2.18%. This was made up of a growth return of 2.18% and an income return of 0%%. These returns were calculated as at 31 May 2023.

Suncorp Brighter Super Business - Hyperion Australian Growth Companies’s one-year total return is 8.39%. This was made up of a growth return of 8.39% and an income return of 0%. These returns were calculated as at 31 May 2023.

Suncorp Brighter Super Business - Hyperion Australian Growth Companies’s one-year total return is 8.19%. This was made up of a growth return of 8.19% and an income return of 0%. These returns were calculated as at 31 May 2023.

The asset allocation of the Suncorp Brighter Super Business - Hyperion Australian Growth Companies managed fund is :

Australian Equities
97.06%
Cash
2.94%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Suncorp Brighter Super Business - Hyperion Australian Growth Companies managed fund is Suncorp Portfolio Services Limited.

The Suncorp Brighter Super Business - Hyperion Australian Growth Companies managed fund belongs to the Equity Australia Large Growth sector/asset class.

As at 31 Mar 2023, the size of the Suncorp Brighter Super Business - Hyperion Australian Growth Companies managed fund was $19.18 million.

The Suncorp Brighter Super Business - Hyperion Australian Growth Companies managed fund has an inception date of 30 May 2016.

The current entry price of the Suncorp Brighter Super Business - Hyperion Australian Growth Companies managed fund is $2.1597 per unit and the current exit price is $2.1468 per unit (as at 31 May 2023).

The current exit price of the Suncorp Brighter Super Business - Hyperion Australian Growth Companies managed fund is $2.1468 per unit and the current entry price is $2.1597 per unit (as at 31 May 2023).

The minimum initial investment amount for the Suncorp Brighter Super Business - Hyperion Australian Growth Companies 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.