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  5. Sunsuper International Shares (hedged) - Managed fund profile

Sunsuper International Shares (hedged) - Managed Fund (Closed)

Fund Objective
Beat the performance benchmark by 1-2% p.a. before investment tax but after investment fees over rolling 5 year periods.
Fund Strategy
The fund invests in International shares.

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 2.25% 4.43% 8.51% 20.28% 15.51% 10.83% 14% 4.73%
Growth return 2.25% 4.43% 8.51% 20.28% 15.51% 10.83% 14% 4.73%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Vanguard Intl Shares Index Hdg AUD TR)
Total return 0.87% 5.67% 9.66% 13.17% 16.48% 15.02% 12.89% 11.13%
As at 30 Sep 2017. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Australian Equities
0.07%
International Equities
97.18%
Cash
2.34%
Property
0.40%
Alternatives
0.01%

General Information

Fund Details
Type Description
Sunsuper International Shares (hedged)
Closed
Sunsuper Pty Ltd
Equity World - Currency Hedged
starstarstarstarstar (as at 30 Sep 2017)
Superannuation Fund
3 Jan 2006
$0 million (as at 30 Sep 2017)
$1.94644 (as at 30 Sep 2017)
$1.94644 (as at 30 Sep 2017)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.33% (as at 30 Jun 2016)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the Sunsuper International Shares (hedged)

The objective of the Sunsuper International Shares (hedged) managed fund is Beat the performance benchmark by 1-2% p.a. before investment tax but after investment fees over rolling 5 year periods.

The strategy of the Sunsuper International Shares (hedged) managed fund is The fund invests in International shares.

The APIR code of the Sunsuper International Shares (hedged) managed fund is .

Sunsuper International Shares (hedged)’s total return last month was 2.25%. This was made up of a growth return of 2.25% and an income return of 0%. These returns were calculated as at 30 Sep 2017.

Sunsuper International Shares (hedged)’s total return for the last three months was 4.43%. This was made up of a growth return of 4.43% and an income return of 0%%. These returns were calculated as at 30 Sep 2017.

Sunsuper International Shares (hedged)’s one-year total return is 20.28%. This was made up of a growth return of 20.28% and an income return of 0%. These returns were calculated as at 30 Sep 2017.

Sunsuper International Shares (hedged)’s one-year total return is 10.83%. This was made up of a growth return of 10.83% and an income return of 0%. These returns were calculated as at 30 Sep 2017.

The asset allocation of the Sunsuper International Shares (hedged) managed fund is :

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

The Responsible Entity for the Sunsuper International Shares (hedged) managed fund is Sunsuper Pty Ltd.

The Sunsuper International Shares (hedged) managed fund belongs to the Equity World - Currency Hedged sector/asset class.

As at 30 Sep 2017, the size of the Sunsuper International Shares (hedged) managed fund was $0 million.

The Sunsuper International Shares (hedged) managed fund has an inception date of 3 Jan 2006.

The current entry price of the Sunsuper International Shares (hedged) managed fund is $1.94644 per unit and the current exit price is $1.94644 per unit (as at 30 Sep 2017).

The current exit price of the Sunsuper International Shares (hedged) managed fund is $1.94644 per unit and the current entry price is $1.94644 per unit (as at 30 Sep 2017).

The minimum initial investment amount for the Sunsuper International Shares (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.