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  5. Suncorp Brighter Super Pension - Perpetual Wholesale Diversified Growth - Managed fund profile

Suncorp Brighter Super Pension - Perpetual Wholesale Diversified Growth - Managed Fund (Closed)

Fund Objective
The fund aims to provide long-term capital growth and income through investment in a diversified portfolio of growth and income assets. The fund aims to outperform a composite benchmark3 reflecting its allocation to the various asset types over rolling 3-year periods.
Fund Strategy
The fund invests in a diverse mix of growth, defensive and other assets, with a focus on cash, enhanced cash and fixed income securities. Tactical asset allocation strategies may be applied, which involves the fund adjusting its exposure to asset classes on a regular basis within investment guidelines. Currency hedges may be used from time to time. Derivatives and exchange traded funds may be used in managing each asset class.

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 0.04% 1.52% -4.16% -1.57% 3.18% 4.48% -% -%
Growth return 0.04% 1.52% -4.16% -1.57% 3.18% 4.48% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return -0.68% 1.17% 6.1% 16.84% 9.57% 3.59% 4.65% 5.92%
As at 31 Jul 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Brighter Super Pension - Perpetual Wholesale Diversified Growth
Australian Equities
16.22%
International Equities
22.42%
Cash
14.22%
Property
5.57%
Fixed Interest
34.25%
Alternatives
7.32%
Average Allocation of Peers
Australian Equities
15.86%
International Equities
27.73%
Cash
10.19%
Property
3.97%
Fixed Interest
35.38%
Alternatives
6.87%

General Information

Fund Details
Type Description
Suncorp Brighter Super Pension - Perpetual Wholesale Diversified Growth
Closed
Suncorp Portfolio Services Limited
RSA0970AU
Multisector Balanced
starstarstarstar (as at 31 Jul 2020)
Allocated Pension
30 May 2016
$0.93 million (as at 31 Jul 2020)
$1.2016 (as at 21 Aug 2020)
$1.1984 (as at 21 Aug 2020)
Finalised
Offer information
Type Description
MER 1.56% (as at 3 Jul 2019)
Indirect Cost Ratio (ICR) 1.51% (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 2023)

Holding (as at 30 Jun 2023) Type % of Portfolio
Perpetual Active Fixed Interest Fund A Mutual Fund - Open End 4.59%
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FAQs about the Suncorp Brighter Super Pension - Perpetual Wholesale Diversified Growth

The objective of the Suncorp Brighter Super Pension - Perpetual Wholesale Diversified Growth managed fund is The fund aims to provide long-term capital growth and income through investment in a diversified portfolio of growth and income assets. The fund aims to outperform a composite benchmark3 reflecting its allocation to the various asset types over rolling 3-year periods.

The strategy of the Suncorp Brighter Super Pension - Perpetual Wholesale Diversified Growth managed fund is The fund invests in a diverse mix of growth, defensive and other assets, with a focus on cash, enhanced cash and fixed income securities. Tactical asset allocation strategies may be applied, which involves the fund adjusting its exposure to asset classes on a regular basis within investment guidelines. Currency hedges may be used from time to time. Derivatives and exchange traded funds may be used in managing each asset class.

The APIR code of the Suncorp Brighter Super Pension - Perpetual Wholesale Diversified Growth managed fund is RSA0970AU.

Suncorp Brighter Super Pension - Perpetual Wholesale Diversified Growth’s total return last month was 0.04%. This was made up of a growth return of 0.04% and an income return of 0%. These returns were calculated as at 31 Jul 2020.

Suncorp Brighter Super Pension - Perpetual Wholesale Diversified Growth’s total return for the last three months was 1.52%. This was made up of a growth return of 1.52% and an income return of 0%%. These returns were calculated as at 31 Jul 2020.

Suncorp Brighter Super Pension - Perpetual Wholesale Diversified Growth’s one-year total return is -1.57%. This was made up of a growth return of -1.57% and an income return of 0%. These returns were calculated as at 31 Jul 2020.

Suncorp Brighter Super Pension - Perpetual Wholesale Diversified Growth’s one-year total return is 4.48%. This was made up of a growth return of 4.48% and an income return of 0%. These returns were calculated as at 31 Jul 2020.

The asset allocation of the Suncorp Brighter Super Pension - Perpetual Wholesale Diversified Growth managed fund is :

Australian Equities
16.22%
International Equities
22.42%
Cash
14.22%
Property
5.57%
Fixed Interest
34.25%
Alternatives
7.32%

The Responsible Entity for the Suncorp Brighter Super Pension - Perpetual Wholesale Diversified Growth managed fund is Suncorp Portfolio Services Limited.

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

As at 31 Jul 2020, the size of the Suncorp Brighter Super Pension - Perpetual Wholesale Diversified Growth managed fund was $0.93 million.

The Suncorp Brighter Super Pension - Perpetual Wholesale Diversified Growth managed fund has an inception date of 30 May 2016.

The current entry price of the Suncorp Brighter Super Pension - Perpetual Wholesale Diversified Growth managed fund is $1.2016 per unit and the current exit price is $1.1984 per unit (as at 21 Aug 2020).

The current exit price of the Suncorp Brighter Super Pension - Perpetual Wholesale Diversified Growth managed fund is $1.1984 per unit and the current entry price is $1.2016 per unit (as at 21 Aug 2020).

The minimum initial investment amount for the Suncorp Brighter Super Pension - Perpetual Wholesale Diversified Growth 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.