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  5. Suncorp Brighter Super Per - Morningstar Balanced - Managed fund profile

Suncorp Brighter Super Per - Morningstar Balanced - Managed Fund (Closed)

Fund Objective
Aims to outperform the investment benchmark (strategic asset allocation weighted composite return of the sector benchmarks) over 5 to 7 years.
Fund Strategy
An actively managed diversified fund with a long term average exposure of around 60% to growth assets such as shares and property and around 40% exposure to defensive assets such as fixed interest and cash. 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 -1.03% 0.23% 1.84% -0.74% 2.32% 2.81% 3.35% -%
Growth return -1.03% 0.23% 1.84% -0.74% 2.32% 2.81% 3.35% -%
Income return 0% 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 28 Feb 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Brighter Super Per - Morningstar Balanced
Australian Equities
17.90%
International Equities
30.85%
Cash
14.43%
Fixed Interest
36.82%
Property
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.51%
International Equities
34.07%
Cash
5.57%
Fixed Interest
21.68%
Property
6.79%
Alternatives
4.38%

General Information

Fund Details
Type Description
Suncorp Brighter Super Per - Morningstar Balanced
Closed
Suncorp Portfolio Services Limited
RSA0948AU
Multisector Growth
starstarstar (as at 28 Feb 2023)
Superannuation Fund
30 May 2016
$41.02 million (as at 28 Feb 2023)
$2.2658 (as at 16 Mar 2023)
$2.2622 (as at 16 Mar 2023)
Finalised
Offer information
Type Description
MER 1.83% (as at 4 Feb 2022)
Indirect Cost Ratio (ICR) 1.05% (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 18.24%
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FAQs about the Suncorp Brighter Super Per - Morningstar Balanced

The objective of the Suncorp Brighter Super Per - Morningstar Balanced managed fund is Aims to outperform the investment benchmark (strategic asset allocation weighted composite return of the sector benchmarks) over 5 to 7 years.

The strategy of the Suncorp Brighter Super Per - Morningstar Balanced managed fund is An actively managed diversified fund with a long term average exposure of around 60% to growth assets such as shares and property and around 40% exposure to defensive assets such as fixed interest and cash. 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 Per - Morningstar Balanced managed fund is RSA0948AU.

Suncorp Brighter Super Per - Morningstar Balanced’s total return last month was -1.03%. This was made up of a growth return of -1.03% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Suncorp Brighter Super Per - Morningstar Balanced’s total return for the last three months was 0.23%. This was made up of a growth return of 0.23% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Suncorp Brighter Super Per - Morningstar Balanced’s one-year total return is -0.74%. This was made up of a growth return of -0.74% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Suncorp Brighter Super Per - Morningstar Balanced’s one-year total return is 2.81%. This was made up of a growth return of 2.81% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the Suncorp Brighter Super Per - Morningstar Balanced managed fund is :

Australian Equities
17.90%
International Equities
30.85%
Cash
14.43%
Fixed Interest
36.82%
Property
0%
Alternatives
0%

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

The Suncorp Brighter Super Per - Morningstar Balanced managed fund belongs to the Multisector Growth sector/asset class.

As at 28 Feb 2023, the size of the Suncorp Brighter Super Per - Morningstar Balanced managed fund was $41.02 million.

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

The current entry price of the Suncorp Brighter Super Per - Morningstar Balanced managed fund is $2.2658 per unit and the current exit price is $2.2622 per unit (as at 16 Mar 2023).

The current exit price of the Suncorp Brighter Super Per - Morningstar Balanced managed fund is $2.2622 per unit and the current entry price is $2.2658 per unit (as at 16 Mar 2023).

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