Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 - Managed Fund (Closed)

Fund Objective

Primarily wealth generation with a return objective of CPI 4.0% over 10 years.

Fund Strategy

The Suncorp Lifestage Fund aims to maximise capital growth, real capital preservation and income returns from a diversified mix of investments. The emphasis changes from capital growth to capital preservation and income as you get older.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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Fees Comparison

% p.a.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-0.72%	2.11%	1.87%	3.32%	2.64%	8.23%	6.48%	-%
Growth return	-0.72%	2.11%	1.87%	3.32%	2.64%	8.23%	6.48%	-%
Income return	0%	0%	0%	0%	0%	0%	0%	-%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return	0%	2.01%	8.7%	25.16%	14.86%	7.15%	8.74%	9.16%

As at 31 May 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89

Australian Equities: 27%

International Equities: 51.73%

Cash: 5.53%

Property: 8.29%

Fixed Interest: 7.44%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 34.11%

International Equities: 48.68%

Cash: 3.24%

Property: 4.86%

Fixed Interest: 5.58%

Alternatives: 3.52%

General Information

Fund Details

Type	Description
Fund Name	Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89
Fund Status	Closed
Responsible Entity	Suncorp Portfolio Services Limited
APIR Code	RSA1049AU
Sector/Asset Class	Multisector Life Stages ? 1980s
Morningstar Rating	(as at 31 May 2023)
Legal Structure	Superannuation Fund
Fund Inception	30 May 2016
Fund Size	$7.11 million (as at 31 Mar 2023)
Entry Price	$1.5875 (as at 31 May 2023)
Exit Price	$1.585 (as at 31 May 2023)
Fund Status	Finalised

Offer information

Type	Description
MER	0.85% (as at 4 Feb 2022)
Indirect Cost Ratio (ICR)	0.85% (as at 30 Jun 2017)
Performance fee (not included in ICR)	Not Available
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89

What is the objective of the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund?

The objective of the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund is Primarily wealth generation with a return objective of CPI+4.0% over 10 years.

What is the strategy for the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund?

The strategy of the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund is The Suncorp Lifestage Fund aims to maximise capital growth, real capital preservation and income returns from a diversified mix of investments. The emphasis changes from capital growth to capital preservation and income as you get older.

What is the APIR code of the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund?

The APIR code of the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund is RSA1049AU.

What was Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89’s total return last month?

Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89’s total return last month was -0.72%. This was made up of a growth return of -0.72% and an income return of 0%. These returns were calculated as at 31 May 2023.

What was Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89’s total return for the last three months?

Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89’s total return for the last three months was 2.11%. This was made up of a growth return of 2.11% and an income return of 0%%. These returns were calculated as at 31 May 2023.

What is Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89’s one-year total return?

Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89’s one-year total return is 3.32%. This was made up of a growth return of 3.32% and an income return of 0%. These returns were calculated as at 31 May 2023.

What is Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89’s three-year total return?

Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89’s one-year total return is 8.23%. This was made up of a growth return of 8.23% and an income return of 0%. These returns were calculated as at 31 May 2023.

What is the asset allocation of the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund?

The asset allocation of the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund is :

Australian Equities: 27%

International Equities: 51.73%

Cash: 5.53%

Property: 8.29%

Fixed Interest: 7.44%

Alternatives: 0%

Who is the responsible Entity of the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund?

The Responsible Entity for the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund is Suncorp Portfolio Services Limited.

What sector/asset class does the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund belong to?

The Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund belongs to the Multisector Life Stages ? 1980s sector/asset class.

What is the size of the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund?

As at 31 Mar 2023, the size of the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund was $7.11 million.

What is the inception date of the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund?

The Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund has an inception date of 30 May 2016.

What is the current entry price of the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund?

The current entry price of the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund is $1.5875 per unit and the current exit price is $1.585 per unit (as at 31 May 2023).

What is the current exit price of the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund?

The current exit price of the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund is $1.585 per unit and the current entry price is $1.5875 per unit (as at 31 May 2023).

What is the minimum investment amount for the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 managed fund?

The minimum initial investment amount for the Suncorp Brighter Super Per - Suncorp Lifestage 1985 - 89 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.

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