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  5. Suncorp Brighter Super Per - Ausbil Australian Active Equities - Managed fund profile

Suncorp Brighter Super Per - Ausbil Australian Active Equities - Managed Fund (Closed)

Fund Objective
The aim of the fund is to achieve returns (before fees and taxes) in excess of the benchmark over the medium to long term with moderate tax effective income. The performance benchmark for the fund is the S&P/ASX 300 Accumulation Index.
Fund Strategy
The fund predominantly invests in a portfolio of listed large cap Australian equities which are primarily chosen from the S&P/ASX 300 Index. The fund is designed for investors who wish to benefit from the long-term capital gains available from share investments and who are comfortable with fluctuations in capital value in the short to medium term.

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 0.8% 2.87% 9.13% 35.08% 13.1% 14.87% 13.18% -%
Growth return 0.8% 2.87% 9.13% 35.08% 13.1% 14.87% 13.18% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (S&P/ASX 200 TR AUD)
Total return -1.31% 2.1% 8.44% 24.89% 13.39% 8.01% 8.17% 8.32%
As at 31 Oct 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Brighter Super Per - Ausbil Australian Active Equities
Australian Equities
99.91%
Cash
0.09%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.36%
Cash
-0.08%
International Equities
4.21%
Property
2.11%
Fixed Interest
0.40%
Alternatives
0.01%

General Information

Fund Details
Type Description
Suncorp Brighter Super Per - Ausbil Australian Active Equities
Closed
Suncorp Portfolio Services Limited
RSA0870AU
Equity Australia Large Growth
starstarstarstar (as at 31 Oct 2021)
Superannuation Fund
30 May 2016
$6.37 million (as at 31 Oct 2021)
$3.8231 (as at 22 Nov 2021)
$3.8155 (as at 22 Nov 2021)
Finalised
Offer information
Type Description
MER 1.45% (as at 3 Jul 2019)
Indirect Cost Ratio (ICR) 1.45% (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 Mar 2023)

Holding (as at 31 Mar 2023) Type % of Portfolio
BHP Group Ltd Equity 11.46%
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FAQs about the Suncorp Brighter Super Per - Ausbil Australian Active Equities

The objective of the Suncorp Brighter Super Per - Ausbil Australian Active Equities managed fund is The aim of the fund is to achieve returns (before fees and taxes) in excess of the benchmark over the medium to long term with moderate tax effective income. The performance benchmark for the fund is the S&P/ASX 300 Accumulation Index.

The strategy of the Suncorp Brighter Super Per - Ausbil Australian Active Equities managed fund is The fund predominantly invests in a portfolio of listed large cap Australian equities which are primarily chosen from the S&P/ASX 300 Index. The fund is designed for investors who wish to benefit from the long-term capital gains available from share investments and who are comfortable with fluctuations in capital value in the short to medium term.

The APIR code of the Suncorp Brighter Super Per - Ausbil Australian Active Equities managed fund is RSA0870AU.

Suncorp Brighter Super Per - Ausbil Australian Active Equities’s total return last month was 0.8%. This was made up of a growth return of 0.8% and an income return of 0%. These returns were calculated as at 31 Oct 2021.

Suncorp Brighter Super Per - Ausbil Australian Active Equities’s total return for the last three months was 2.87%. This was made up of a growth return of 2.87% and an income return of 0%%. These returns were calculated as at 31 Oct 2021.

Suncorp Brighter Super Per - Ausbil Australian Active Equities’s one-year total return is 35.08%. This was made up of a growth return of 35.08% and an income return of 0%. These returns were calculated as at 31 Oct 2021.

Suncorp Brighter Super Per - Ausbil Australian Active Equities’s one-year total return is 14.87%. This was made up of a growth return of 14.87% and an income return of 0%. These returns were calculated as at 31 Oct 2021.

The asset allocation of the Suncorp Brighter Super Per - Ausbil Australian Active Equities managed fund is :

Australian Equities
99.91%
Cash
0.09%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Suncorp Brighter Super Per - Ausbil Australian Active Equities managed fund is Suncorp Portfolio Services Limited.

The Suncorp Brighter Super Per - Ausbil Australian Active Equities managed fund belongs to the Equity Australia Large Growth sector/asset class.

As at 31 Oct 2021, the size of the Suncorp Brighter Super Per - Ausbil Australian Active Equities managed fund was $6.37 million.

The Suncorp Brighter Super Per - Ausbil Australian Active Equities managed fund has an inception date of 30 May 2016.

The current entry price of the Suncorp Brighter Super Per - Ausbil Australian Active Equities managed fund is $3.8231 per unit and the current exit price is $3.8155 per unit (as at 22 Nov 2021).

The current exit price of the Suncorp Brighter Super Per - Ausbil Australian Active Equities managed fund is $3.8155 per unit and the current entry price is $3.8231 per unit (as at 22 Nov 2021).

The minimum initial investment amount for the Suncorp Brighter Super Per - Ausbil Australian Active 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.