InvestSMART

Suncorp Brighter Super Business - Suncorp Global Fixed Interest - Managed Fund (Closed)

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 -1.65% -0.85% -2.94% -9.65% -6.11% -3.83% -% -%
Growth return -1.65% -0.85% -2.94% -9.65% -6.11% -3.83% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Bloomberg Global Aggregate TR Hdg AUD)
Total return -1.51% 0.53% 4.02% 8.37% 4.14% -1.89% -0.61% 2.01%
As at 28 Feb 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Fixed Interest
90.17%
Australian Equities
0.69%
International Equities
0.56%
Cash
6.45%
Property
0%
Alternatives
2.13%

General Information

Fund Details
Type Description
Suncorp Brighter Super Business - Suncorp Global Fixed Interest
Closed
Suncorp Portfolio Services Limited
RSA2930AU
Bonds - Global
starstarstar (as at 28 Feb 2023)
Superannuation Fund
3 Apr 2018
n/a
$0.9899 (as at 16 Mar 2023)
$0.9867 (as at 16 Mar 2023)
Finalised
Offer information
Type Description
Minimum initial investment
Minimum additional investments

FAQs about the Suncorp Brighter Super Business - Suncorp Global Fixed Interest

The objective of the Suncorp Brighter Super Business - Suncorp Global Fixed Interest managed fund is

The strategy of the Suncorp Brighter Super Business - Suncorp Global Fixed Interest managed fund is

The APIR code of the Suncorp Brighter Super Business - Suncorp Global Fixed Interest managed fund is RSA2930AU.

Suncorp Brighter Super Business - Suncorp Global Fixed Interest’s total return last month was -1.65%. This was made up of a growth return of -1.65% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Suncorp Brighter Super Business - Suncorp Global Fixed Interest’s total return for the last three months was -0.85%. This was made up of a growth return of -0.85% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Suncorp Brighter Super Business - Suncorp Global Fixed Interest’s one-year total return is -9.65%. This was made up of a growth return of -9.65% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Suncorp Brighter Super Business - Suncorp Global Fixed Interest’s one-year total return is -3.83%. This was made up of a growth return of -3.83% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the Suncorp Brighter Super Business - Suncorp Global Fixed Interest managed fund is :

Fixed Interest
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Alternatives
0%

The Responsible Entity for the Suncorp Brighter Super Business - Suncorp Global Fixed Interest managed fund is Suncorp Portfolio Services Limited.

The Suncorp Brighter Super Business - Suncorp Global Fixed Interest managed fund belongs to the Bonds - Global sector/asset class.

As at , the size of the Suncorp Brighter Super Business - Suncorp Global Fixed Interest managed fund was $ million.

The Suncorp Brighter Super Business - Suncorp Global Fixed Interest managed fund has an inception date of 3 Apr 2018.

The current entry price of the Suncorp Brighter Super Business - Suncorp Global Fixed Interest managed fund is $0.9899 per unit and the current exit price is $0.9867 per unit (as at 16 Mar 2023).

The current exit price of the Suncorp Brighter Super Business - Suncorp Global Fixed Interest managed fund is $0.9867 per unit and the current entry price is $0.9899 per unit (as at 16 Mar 2023).

The minimum initial investment amount for the Suncorp Brighter Super Business - Suncorp Global Fixed Interest 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.