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  5. Suncorp Brighter Super Per - Suncorp International Property Securities Index (Hedged) - Managed fund profile

Suncorp Brighter Super Per - Suncorp International Property Securities Index (Hedged) - Managed Fund (Closed)

Fund Objective
Aims to deliver a superior risk-return profile to the FTSE/NAREIT Developed Markets Real Estate Index ($A net dividends reinvested) over rolling 5-year periods by investing predominantly in listed REITs, particularly those that generate high levels of rental income from international commercial property.
Fund Strategy
The fund predominantly invests in international real estate investment trusts that generate high levels of rental income hedged back to Australian dollars. To implement this strategy, Morningstar may design portfolios and/or appoint managers to manage the assets of the fund, supplemented by a passive currency overlay.

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 4.92% 1.54% 8.35% 35.55% 0.26% 6.29% 5.88% -%
Growth return 4.92% 1.54% 8.35% 35.55% 0.26% 6.29% 5.88% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (UBS Global Investors Ex AUS NR Hdg AUD)
Total return -0.66% -3.15% 4.21% 14.82% 13.19% 16.95% 16.58% 7.77%
As at 31 Oct 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Brighter Super Per - Suncorp International Property Securities Index (Hedged)
Property
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Alternatives
0%
Average Allocation of Peers
Property
89.94%
Australian Equities
0.51%
International Equities
7.89%
Cash
1.64%
Alternatives
0.02%

General Information

Fund Details
Type Description
Suncorp Brighter Super Per - Suncorp International Property Securities Index (Hedged)
Closed
Suncorp Portfolio Services Limited
RSA1011AU
Equity Global Real Estate
starstarstar (as at 31 Oct 2021)
Superannuation Fund
30 May 2016
$2.41 million (as at 31 Oct 2021)
$1.241 (as at 22 Nov 2021)
$1.2401 (as at 22 Nov 2021)
Finalised
Offer information
Type Description
MER 0.94% (as at 3 Jul 2019)
Indirect Cost Ratio (ICR) 0.89% (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 Oct 2024)

Holding (as at 31 Oct 2024) Type % of Portfolio
Prologis Inc Equity - REIT 8.75%
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FAQs about the Suncorp Brighter Super Per - Suncorp International Property Securities Index (Hedged)

The objective of the Suncorp Brighter Super Per - Suncorp International Property Securities Index (Hedged) managed fund is Aims to deliver a superior risk-return profile to the FTSE/NAREIT Developed Markets Real Estate Index ($A net dividends reinvested) over rolling 5-year periods by investing predominantly in listed REITs, particularly those that generate high levels of rental income from international commercial property.

The strategy of the Suncorp Brighter Super Per - Suncorp International Property Securities Index (Hedged) managed fund is The fund predominantly invests in international real estate investment trusts that generate high levels of rental income hedged back to Australian dollars. To implement this strategy, Morningstar may design portfolios and/or appoint managers to manage the assets of the fund, supplemented by a passive currency overlay.

The APIR code of the Suncorp Brighter Super Per - Suncorp International Property Securities Index (Hedged) managed fund is RSA1011AU.

Suncorp Brighter Super Per - Suncorp International Property Securities Index (Hedged)’s total return last month was 4.92%. This was made up of a growth return of 4.92% and an income return of 0%. These returns were calculated as at 31 Oct 2021.

Suncorp Brighter Super Per - Suncorp International Property Securities Index (Hedged)’s total return for the last three months was 1.54%. This was made up of a growth return of 1.54% and an income return of 0%%. These returns were calculated as at 31 Oct 2021.

Suncorp Brighter Super Per - Suncorp International Property Securities Index (Hedged)’s one-year total return is 35.55%. This was made up of a growth return of 35.55% and an income return of 0%. These returns were calculated as at 31 Oct 2021.

Suncorp Brighter Super Per - Suncorp International Property Securities Index (Hedged)’s one-year total return is 6.29%. This was made up of a growth return of 6.29% and an income return of 0%. These returns were calculated as at 31 Oct 2021.

The asset allocation of the Suncorp Brighter Super Per - Suncorp International Property Securities Index (Hedged) managed fund is :

Property
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Alternatives
0%

The Responsible Entity for the Suncorp Brighter Super Per - Suncorp International Property Securities Index (Hedged) managed fund is Suncorp Portfolio Services Limited.

The Suncorp Brighter Super Per - Suncorp International Property Securities Index (Hedged) managed fund belongs to the Equity Global Real Estate sector/asset class.

As at 31 Oct 2021, the size of the Suncorp Brighter Super Per - Suncorp International Property Securities Index (Hedged) managed fund was $2.41 million.

The Suncorp Brighter Super Per - Suncorp International Property Securities Index (Hedged) managed fund has an inception date of 30 May 2016.

The current entry price of the Suncorp Brighter Super Per - Suncorp International Property Securities Index (Hedged) managed fund is $1.241 per unit and the current exit price is $1.2401 per unit (as at 22 Nov 2021).

The current exit price of the Suncorp Brighter Super Per - Suncorp International Property Securities Index (Hedged) managed fund is $1.2401 per unit and the current entry price is $1.241 per unit (as at 22 Nov 2021).

The minimum initial investment amount for the Suncorp Brighter Super Per - Suncorp International Property Securities Index (Hedged) 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.