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  5. Suncorp Brighter Super Business - Multi-manager Conservative - Managed fund profile

Suncorp Brighter Super Business - Multi-manager Conservative - Managed Fund (Closed)

Fund Objective
Return target of 1.5% per year above inflation over rolling 10-year periods after fees and taxes.
Fund Strategy
Return target of 1.5% 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 -0.47% 1.84% 1.98% 2.76% 0.48% 3.05% 3.88% -%
Growth return -0.47% 1.84% 1.98% 2.76% 0.48% 3.05% 3.88% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return -0.94% 0.81% 4.73% 12.7% 6.97% 2.07% 2.67% 4.24%
As at 31 May 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Brighter Super Business - Multi-manager Conservative
Australian Equities
10.11%
International Equities
18.17%
Cash
30.81%
Property
2.52%
Fixed Interest
38.40%
Alternatives
0%
Average Allocation of Peers
Australian Equities
11.09%
International Equities
13.67%
Cash
17.10%
Property
4.32%
Fixed Interest
47.58%
Alternatives
6.24%

General Information

Fund Details
Type Description
Suncorp Brighter Super Business - Multi-manager Conservative
Closed
Suncorp Portfolio Services Limited
RSA1065AU
Multisector Moderate
starstarstarstar (as at 31 May 2023)
Superannuation Fund
30 May 2016
$130.41 million (as at 31 Mar 2023)
$2.1381 (as at 31 May 2023)
$2.1336 (as at 31 May 2023)
Finalised
Offer information
Type Description
MER 1.89% (as at 4 Feb 2022)
Indirect Cost Ratio (ICR) 1.03% (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 Suncorp Brighter Super Business - Multi-manager Conservative

The objective of the Suncorp Brighter Super Business - Multi-manager Conservative managed fund is Return target of 1.5% per year above inflation over rolling 10-year periods after fees and taxes.

The strategy of the Suncorp Brighter Super Business - Multi-manager Conservative managed fund is Return target of 1.5% per year above inflation over rolling 10-year periods after fees and taxes.

The APIR code of the Suncorp Brighter Super Business - Multi-manager Conservative managed fund is RSA1065AU.

Suncorp Brighter Super Business - Multi-manager Conservative’s total return last month was -0.47%. This was made up of a growth return of -0.47% and an income return of 0%. These returns were calculated as at 31 May 2023.

Suncorp Brighter Super Business - Multi-manager Conservative’s total return for the last three months was 1.84%. This was made up of a growth return of 1.84% and an income return of 0%%. These returns were calculated as at 31 May 2023.

Suncorp Brighter Super Business - Multi-manager Conservative’s one-year total return is 2.76%. This was made up of a growth return of 2.76% and an income return of 0%. These returns were calculated as at 31 May 2023.

Suncorp Brighter Super Business - Multi-manager Conservative’s one-year total return is 3.05%. This was made up of a growth return of 3.05% and an income return of 0%. These returns were calculated as at 31 May 2023.

The asset allocation of the Suncorp Brighter Super Business - Multi-manager Conservative managed fund is :

Australian Equities
10.11%
International Equities
18.17%
Cash
30.81%
Property
2.52%
Fixed Interest
38.40%
Alternatives
0%

The Responsible Entity for the Suncorp Brighter Super Business - Multi-manager Conservative managed fund is Suncorp Portfolio Services Limited.

The Suncorp Brighter Super Business - Multi-manager Conservative managed fund belongs to the Multisector Moderate sector/asset class.

As at 31 Mar 2023, the size of the Suncorp Brighter Super Business - Multi-manager Conservative managed fund was $130.41 million.

The Suncorp Brighter Super Business - Multi-manager Conservative managed fund has an inception date of 30 May 2016.

The current entry price of the Suncorp Brighter Super Business - Multi-manager Conservative managed fund is $2.1381 per unit and the current exit price is $2.1336 per unit (as at 31 May 2023).

The current exit price of the Suncorp Brighter Super Business - Multi-manager Conservative managed fund is $2.1336 per unit and the current entry price is $2.1381 per unit (as at 31 May 2023).

The minimum initial investment amount for the Suncorp Brighter Super Business - Multi-manager Conservative 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.