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  5. Suncorp Brighter Super Business - Walter Scott Global Equities - Managed fund profile

Suncorp Brighter Super Business - Walter Scott Global Equities - Managed Fund (Closed)

Fund Objective
The fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested.
Fund Strategy
The fund provides exposure to a concentrated portfolio of global equities by investing in securities which, in Walter Scott's opinion, offer strong and sustained earnings growth. The fund is actively managed using a benchmark unaware, fundamental, bottom-up and research-driven approach to build a portfolio of strong growth companies capable of generating wealth over long periods of time. The investment approach combines detailed financial analysis with business and management analysis.

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 1.05% 9.78% 11.01% 16.43% 7.64% 9.7% 11.33% -%
Growth return 1.05% 9.78% 11.01% 16.43% 7.64% 9.7% 11.33% -%
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 31 May 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Brighter Super Business - Walter Scott Global Equities
International Equities
97.41%
Cash
2.59%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
93.20%
Cash
2.45%
Australian Equities
2.64%
Property
1.51%
Fixed Interest
0.12%
Alternatives
0.09%

General Information

Fund Details
Type Description
Suncorp Brighter Super Business - Walter Scott Global Equities
Closed
Suncorp Portfolio Services Limited
RSA0881AU
Equity World Large Growth
starstarstarstarstar (as at 31 May 2023)
Superannuation Fund
30 May 2016
$21.57 million (as at 31 Mar 2023)
$3.6133 (as at 31 May 2023)
$3.6068 (as at 31 May 2023)
Finalised
Offer information
Type Description
MER 1.89% (as at 4 Feb 2022)
Indirect Cost Ratio (ICR) 1.88% (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 Jan 2024)

Holding (as at 31 Jan 2024) Type % of Portfolio
Novo Nordisk A/S Class B Equity 4.23%
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FAQs about the Suncorp Brighter Super Business - Walter Scott Global Equities

The objective of the Suncorp Brighter Super Business - Walter Scott Global Equities managed fund is The fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested.

The strategy of the Suncorp Brighter Super Business - Walter Scott Global Equities managed fund is The fund provides exposure to a concentrated portfolio of global equities by investing in securities which, in Walter Scott's opinion, offer strong and sustained earnings growth. The fund is actively managed using a benchmark unaware, fundamental, bottom-up and research-driven approach to build a portfolio of strong growth companies capable of generating wealth over long periods of time. The investment approach combines detailed financial analysis with business and management analysis.

The APIR code of the Suncorp Brighter Super Business - Walter Scott Global Equities managed fund is RSA0881AU.

Suncorp Brighter Super Business - Walter Scott Global Equities’s total return last month was 1.05%. This was made up of a growth return of 1.05% and an income return of 0%. These returns were calculated as at 31 May 2023.

Suncorp Brighter Super Business - Walter Scott Global Equities’s total return for the last three months was 9.78%. This was made up of a growth return of 9.78% and an income return of 0%%. These returns were calculated as at 31 May 2023.

Suncorp Brighter Super Business - Walter Scott Global Equities’s one-year total return is 16.43%. This was made up of a growth return of 16.43% and an income return of 0%. These returns were calculated as at 31 May 2023.

Suncorp Brighter Super Business - Walter Scott Global Equities’s one-year total return is 9.7%. This was made up of a growth return of 9.7% and an income return of 0%. These returns were calculated as at 31 May 2023.

The asset allocation of the Suncorp Brighter Super Business - Walter Scott Global Equities managed fund is :

International Equities
97.41%
Cash
2.59%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Suncorp Brighter Super Business - Walter Scott Global Equities managed fund is Suncorp Portfolio Services Limited.

The Suncorp Brighter Super Business - Walter Scott Global Equities managed fund belongs to the Equity World Large Growth sector/asset class.

As at 31 Mar 2023, the size of the Suncorp Brighter Super Business - Walter Scott Global Equities managed fund was $21.57 million.

The Suncorp Brighter Super Business - Walter Scott Global Equities managed fund has an inception date of 30 May 2016.

The current entry price of the Suncorp Brighter Super Business - Walter Scott Global Equities managed fund is $3.6133 per unit and the current exit price is $3.6068 per unit (as at 31 May 2023).

The current exit price of the Suncorp Brighter Super Business - Walter Scott Global Equities managed fund is $3.6068 per unit and the current entry price is $3.6133 per unit (as at 31 May 2023).

The minimum initial investment amount for the Suncorp Brighter Super Business - Walter Scott Global Equities 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.