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  5. Suncorp Brighter Super Business - Platinum International - Managed fund profile

Suncorp Brighter Super Business - Platinum International - Managed Fund (Closed)

Fund Objective
To provide capital growth over the long-term through searching out undervalued listed (and unlisted) investments around the world. The fund aims to outperform the MSCI All Country World Net Index (A$) over rolling 5-year periods before fees and taxes.
Fund Strategy
The fund primarily invests in listed securities. The Portfolio will ideally consist of 100 to 200 securities that Platinum believes to be undervalued by the market. Cash may be held when undervalued securities cannot be found. Platinum may short sell securities that it considers overvalued. Platinum may use Derivatives for risk management purposes and to take opportunities to increase returns.

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 1.17% 5.19% 12.96% 6% 4.24% 7.4% 4.47% -%
Growth return 1.17% 5.19% 12.96% 6% 4.24% 7.4% 4.47% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.92% 2.14% 10.2% 29.31% 20.19% 11.39% 13.27% 13.18%
As at 28 Feb 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Brighter Super Business - Platinum International
International Equities
93.63%
Cash
6.37%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
93.12%
Cash
2.53%
Australian Equities
2.64%
Property
1.51%
Fixed Interest
0.12%
Alternatives
0.09%

General Information

Fund Details
Type Description
Suncorp Brighter Super Business - Platinum International
Closed
Suncorp Portfolio Services Limited
RSA0986AU
Equity World Large Blend
starstarstar (as at 28 Feb 2023)
Superannuation Fund
30 May 2016
$24.3 million (as at 28 Feb 2023)
$3.6725 (as at 16 Mar 2023)
$3.6615 (as at 16 Mar 2023)
Finalised
Offer information
Type Description
MER 1.89% (as at 4 Feb 2022)
Indirect Cost Ratio (ICR) 2.14% (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 Jul 2024)

Holding (as at 31 Jul 2024) Type % of Portfolio
Samsung Electronics Co Ltd Equity 4.90%
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FAQs about the Suncorp Brighter Super Business - Platinum International

The objective of the Suncorp Brighter Super Business - Platinum International managed fund is To provide capital growth over the long-term through searching out undervalued listed (and unlisted) investments around the world. The fund aims to outperform the MSCI All Country World Net Index (A$) over rolling 5-year periods before fees and taxes.

The strategy of the Suncorp Brighter Super Business - Platinum International managed fund is The fund primarily invests in listed securities. The Portfolio will ideally consist of 100 to 200 securities that Platinum believes to be undervalued by the market. Cash may be held when undervalued securities cannot be found. Platinum may short sell securities that it considers overvalued. Platinum may use Derivatives for risk management purposes and to take opportunities to increase returns.

The APIR code of the Suncorp Brighter Super Business - Platinum International managed fund is RSA0986AU.

Suncorp Brighter Super Business - Platinum International’s total return last month was 1.17%. This was made up of a growth return of 1.17% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Suncorp Brighter Super Business - Platinum International’s total return for the last three months 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 28 Feb 2023.

Suncorp Brighter Super Business - Platinum International’s one-year total return is 6%. This was made up of a growth return of 6% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Suncorp Brighter Super Business - Platinum International’s one-year total return is 7.4%. This was made up of a growth return of 7.4% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the Suncorp Brighter Super Business - Platinum International managed fund is :

International Equities
93.63%
Cash
6.37%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Suncorp Brighter Super Business - Platinum International managed fund is Suncorp Portfolio Services Limited.

The Suncorp Brighter Super Business - Platinum International managed fund belongs to the Equity World Large Blend sector/asset class.

As at 28 Feb 2023, the size of the Suncorp Brighter Super Business - Platinum International managed fund was $24.3 million.

The Suncorp Brighter Super Business - Platinum International managed fund has an inception date of 30 May 2016.

The current entry price of the Suncorp Brighter Super Business - Platinum International managed fund is $3.6725 per unit and the current exit price is $3.6615 per unit (as at 16 Mar 2023).

The current exit price of the Suncorp Brighter Super Business - Platinum International managed fund is $3.6615 per unit and the current entry price is $3.6725 per unit (as at 16 Mar 2023).

The minimum initial investment amount for the Suncorp Brighter Super Business - Platinum International 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.