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  5. Suncorp Brighter Super Business - Suncorp Global Property Index - Managed fund profile

Suncorp Brighter Super Business - Suncorp Global Property Index - Managed Fund (Closed)

Fund Objective
Aims to deliver a similar or superior risk-return profile to the FTSE/ NAREIT Developed Markets Real Estate Index ($A net dividends reinvested) over rolling 5-year periods.
Fund Strategy
The fund invests predominantly in global listed REITs across developed and emerging markets via investment in unlisted unit trusts, ETFs, direct securities, and foreign exchange contracts for currency hedging purposes.

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 -3% -4.18% -4.05% -10.04% -4.64% 4.29% 0.81% -%
Growth return -3% -4.18% -4.05% -10.04% -4.64% 4.29% 0.81% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (UBS Global Investors Ex AUS NR Hdg AUD)
Total return -0.66% -3.15% 4.21% 14.82% 13.19% 16.95% 16.58% 7.77%
As at 31 May 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Brighter Super Business - Suncorp Global Property Index
Australian Equities
0.26%
Cash
2.03%
Property & Infrastructure
97.71%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
1.36%
Cash
2.46%
Property & Infrastructure
82.79%
International Equities
13.33%
Fixed Interest
0.05%
Alternatives
0.01%

General Information

Fund Details
Type Description
Suncorp Brighter Super Business - Suncorp Global Property Index
Closed
Suncorp Portfolio Services Limited
RSA1007AU
Equity Global Real Estate
starstarstarstar (as at 31 May 2023)
Superannuation Fund
30 May 2016
$11.59 million (as at 31 Mar 2023)
$1.123 (as at 31 May 2023)
$1.1217 (as at 31 May 2023)
Finalised
Offer information
Type Description
MER 1.89% (as at 4 Feb 2022)
Indirect Cost Ratio (ICR) 0.80% (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 - Suncorp Global Property Index

The objective of the Suncorp Brighter Super Business - Suncorp Global Property Index managed fund is Aims to deliver a similar or superior risk-return profile to the FTSE/ NAREIT Developed Markets Real Estate Index ($A net dividends reinvested) over rolling 5-year periods.

The strategy of the Suncorp Brighter Super Business - Suncorp Global Property Index managed fund is The fund invests predominantly in global listed REITs across developed and emerging markets via investment in unlisted unit trusts, ETFs, direct securities, and foreign exchange contracts for currency hedging purposes.

The APIR code of the Suncorp Brighter Super Business - Suncorp Global Property Index managed fund is RSA1007AU.

Suncorp Brighter Super Business - Suncorp Global Property Index’s total return last month was -3%. This was made up of a growth return of -3% and an income return of 0%. These returns were calculated as at 31 May 2023.

Suncorp Brighter Super Business - Suncorp Global Property Index’s total return for the last three months was -4.18%. This was made up of a growth return of -4.18% and an income return of 0%%. These returns were calculated as at 31 May 2023.

Suncorp Brighter Super Business - Suncorp Global Property Index’s one-year total return is -10.04%. This was made up of a growth return of -10.04% and an income return of 0%. These returns were calculated as at 31 May 2023.

Suncorp Brighter Super Business - Suncorp Global Property Index’s one-year total return is 4.29%. This was made up of a growth return of 4.29% and an income return of 0%. These returns were calculated as at 31 May 2023.

The asset allocation of the Suncorp Brighter Super Business - Suncorp Global Property Index managed fund is :

Australian Equities
0.26%
Cash
2.03%
Property & Infrastructure
97.71%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

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

The Suncorp Brighter Super Business - Suncorp Global Property Index managed fund belongs to the Equity Global Real Estate sector/asset class.

As at 31 Mar 2023, the size of the Suncorp Brighter Super Business - Suncorp Global Property Index managed fund was $11.59 million.

The Suncorp Brighter Super Business - Suncorp Global Property Index managed fund has an inception date of 30 May 2016.

The current entry price of the Suncorp Brighter Super Business - Suncorp Global Property Index managed fund is $1.123 per unit and the current exit price is $1.1217 per unit (as at 31 May 2023).

The current exit price of the Suncorp Brighter Super Business - Suncorp Global Property Index managed fund is $1.1217 per unit and the current entry price is $1.123 per unit (as at 31 May 2023).

The minimum initial investment amount for the Suncorp Brighter Super Business - Suncorp Global Property Index 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.