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  5. Suncorp Brighter Super Pension - Morningstar Conservative - Managed fund profile

Suncorp Brighter Super Pension - Morningstar Conservative - Managed Fund (Closed)

Fund Objective
Aims to outperform the investment benchmark (strategic asset allocation weighted composite return of the sector benchmarks) over 3 to 5 years.
Fund Strategy
An actively managed diversified fund with a long term average exposure of around 75% to defensive assets such as fixed interest and cash and around 25% exposure to growth assets such as shares and property. The fund will be invested across managed funds, direct securities, exchange traded funds, foreign exchange contracts and/or derivatives. The fund aims to deliver real returns whilst preserving capital over the targeted investment horizon.

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 -1.35% -0.27% 0.44% -2.64% -0.59% 0.01% 1.57% -%
Growth return -1.35% -0.27% 0.44% -2.64% -0.59% 0.01% 1.57% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Con Tgt Alloc NR AUD)
Total return -1.11% 0.31% 2.99% 8.27% 4.32% 1.05% 0.92% 2.69%
As at 28 Feb 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Brighter Super Pension - Morningstar Conservative
Australian Equities
5.03%
International Equities
8.68%
Cash
29.48%
Fixed Interest
56.81%
Property
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
7.54%
International Equities
4.23%
Cash
23.29%
Fixed Interest
62.37%
Property
1.18%
Alternatives
1.37%

General Information

Fund Details
Type Description
Suncorp Brighter Super Pension - Morningstar Conservative
Closed
Suncorp Portfolio Services Limited
RSA0952AU
Multisector Conservative
starstarstarstar (as at 28 Feb 2023)
Allocated Pension
30 May 2016
$0 million (as at 31 Mar 2023)
$1.8675 (as at 16 Mar 2023)
$1.8649 (as at 16 Mar 2023)
Finalised
Offer information
Type Description
MER 1.73% (as at 4 Feb 2022)
Indirect Cost Ratio (ICR) 0.90% (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 28 Feb 2023)

Holding (as at 28 Feb 2023) Type % of Portfolio
Morningstar Australian Bonds Z Mutual Fund - Open End 27.73%
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FAQs about the Suncorp Brighter Super Pension - Morningstar Conservative

The objective of the Suncorp Brighter Super Pension - Morningstar Conservative managed fund is Aims to outperform the investment benchmark (strategic asset allocation weighted composite return of the sector benchmarks) over 3 to 5 years.

The strategy of the Suncorp Brighter Super Pension - Morningstar Conservative managed fund is An actively managed diversified fund with a long term average exposure of around 75% to defensive assets such as fixed interest and cash and around 25% exposure to growth assets such as shares and property. The fund will be invested across managed funds, direct securities, exchange traded funds, foreign exchange contracts and/or derivatives. The fund aims to deliver real returns whilst preserving capital over the targeted investment horizon.

The APIR code of the Suncorp Brighter Super Pension - Morningstar Conservative managed fund is RSA0952AU.

Suncorp Brighter Super Pension - Morningstar Conservative’s total return last month was -1.35%. This was made up of a growth return of -1.35% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Suncorp Brighter Super Pension - Morningstar Conservative’s total return for the last three months was -0.27%. This was made up of a growth return of -0.27% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Suncorp Brighter Super Pension - Morningstar Conservative’s one-year total return is -2.64%. This was made up of a growth return of -2.64% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Suncorp Brighter Super Pension - Morningstar Conservative’s one-year total return is 0.01%. This was made up of a growth return of 0.01% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the Suncorp Brighter Super Pension - Morningstar Conservative managed fund is :

Australian Equities
5.03%
International Equities
8.68%
Cash
29.48%
Fixed Interest
56.81%
Property
0%
Alternatives
0%

The Responsible Entity for the Suncorp Brighter Super Pension - Morningstar Conservative managed fund is Suncorp Portfolio Services Limited.

The Suncorp Brighter Super Pension - Morningstar Conservative managed fund belongs to the Multisector Conservative sector/asset class.

As at 31 Mar 2023, the size of the Suncorp Brighter Super Pension - Morningstar Conservative managed fund was $0 million.

The Suncorp Brighter Super Pension - Morningstar Conservative managed fund has an inception date of 30 May 2016.

The current entry price of the Suncorp Brighter Super Pension - Morningstar Conservative managed fund is $1.8675 per unit and the current exit price is $1.8649 per unit (as at 16 Mar 2023).

The current exit price of the Suncorp Brighter Super Pension - Morningstar Conservative managed fund is $1.8649 per unit and the current entry price is $1.8675 per unit (as at 16 Mar 2023).

The minimum initial investment amount for the Suncorp Brighter Super Pension - Morningstar Conservative 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.