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  5. Suncorp Brighter Super Pension - BlackRock Wholesale Balanced - Managed fund profile

Suncorp Brighter Super Pension - BlackRock Wholesale Balanced - Managed Fund (Closed)

Fund Objective
The investment objective of the fund aims to provide investors with the highest possible returns consistent with a 'balanced' investment strategy encompassing: a bias toward Australian assets, and active asset allocation, security selection and risk management. The fund aims to outperform its benchmark indices over a 5-year rolling period.
Fund Strategy
The investment strategy of the fund is to provide investors with a diversified exposure to the best investment teams and strategies that the BlackRock Group has globally within the context of an Australian based 'balanced' investment portfolio.

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 2.74% 5.58% 13.36% 20.77% 9.88% 9.85% -% -%
Growth return 2.74% 5.58% 13.36% 20.77% 9.88% 9.85% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return -0.43% 1.58% 7.38% 20.91% 12.04% 5.34% 6.61% 7.49%
As at 30 Apr 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Brighter Super Pension - BlackRock Wholesale Balanced
Australian Equities
26.80%
International Equities
20.35%
Cash
10.70%
Property
4.29%
Fixed Interest
37.85%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.54%
International Equities
34.01%
Cash
5.65%
Property
6.82%
Fixed Interest
21.54%
Alternatives
4.45%

General Information

Fund Details
Type Description
Suncorp Brighter Super Pension - BlackRock Wholesale Balanced
Closed
Suncorp Portfolio Services Limited
RSA0898AU
Multisector Growth
starstarstarstarstar (as at 30 Apr 2021)
Allocated Pension
30 May 2016
$0.94 million (as at 30 Apr 2021)
$1.4678 (as at 24 May 2021)
$1.4652 (as at 24 May 2021)
Finalised
Offer information
Type Description
MER 1.44% (as at 3 Jul 2019)
Indirect Cost Ratio (ICR) 1.50% (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 30 Jun 2024)

Holding (as at 30 Jun 2024) Type % of Portfolio
BlackRock High Conviction AUS Eq S2 Mutual Fund - Open End 7.26%

FAQs about the Suncorp Brighter Super Pension - BlackRock Wholesale Balanced

The objective of the Suncorp Brighter Super Pension - BlackRock Wholesale Balanced managed fund is The investment objective of the fund aims to provide investors with the highest possible returns consistent with a 'balanced' investment strategy encompassing: a bias toward Australian assets, and active asset allocation, security selection and risk management. The fund aims to outperform its benchmark indices over a 5-year rolling period.

The strategy of the Suncorp Brighter Super Pension - BlackRock Wholesale Balanced managed fund is The investment strategy of the fund is to provide investors with a diversified exposure to the best investment teams and strategies that the BlackRock Group has globally within the context of an Australian based 'balanced' investment portfolio.

The APIR code of the Suncorp Brighter Super Pension - BlackRock Wholesale Balanced managed fund is RSA0898AU.

Suncorp Brighter Super Pension - BlackRock Wholesale Balanced’s total return last month was 2.74%. This was made up of a growth return of 2.74% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

Suncorp Brighter Super Pension - BlackRock Wholesale Balanced’s total return for the last three months was 5.58%. This was made up of a growth return of 5.58% and an income return of 0%%. These returns were calculated as at 30 Apr 2021.

Suncorp Brighter Super Pension - BlackRock Wholesale Balanced’s one-year total return is 20.77%. This was made up of a growth return of 20.77% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

Suncorp Brighter Super Pension - BlackRock Wholesale Balanced’s one-year total return is 9.85%. This was made up of a growth return of 9.85% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

The asset allocation of the Suncorp Brighter Super Pension - BlackRock Wholesale Balanced managed fund is :

Australian Equities
26.80%
International Equities
20.35%
Cash
10.70%
Property
4.29%
Fixed Interest
37.85%
Alternatives
0%

The Responsible Entity for the Suncorp Brighter Super Pension - BlackRock Wholesale Balanced managed fund is Suncorp Portfolio Services Limited.

The Suncorp Brighter Super Pension - BlackRock Wholesale Balanced managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Apr 2021, the size of the Suncorp Brighter Super Pension - BlackRock Wholesale Balanced managed fund was $0.94 million.

The Suncorp Brighter Super Pension - BlackRock Wholesale Balanced managed fund has an inception date of 30 May 2016.

The current entry price of the Suncorp Brighter Super Pension - BlackRock Wholesale Balanced managed fund is $1.4678 per unit and the current exit price is $1.4652 per unit (as at 24 May 2021).

The current exit price of the Suncorp Brighter Super Pension - BlackRock Wholesale Balanced managed fund is $1.4652 per unit and the current entry price is $1.4678 per unit (as at 24 May 2021).

The minimum initial investment amount for the Suncorp Brighter Super Pension - BlackRock Wholesale Balanced 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.