{{ fund.name }} All indications of performance returns are historical and cannot be relied upon as an indicator for future performance. Morningstar Fund Report Sunsuper Lifecycle Balanced Pool Retail Fund Report | Report generated 23 Aug 2020 | Performance. The peer calculation is inclusive of admin and management fees; excludes brokerage and no withdrawals have been made. Learn more about this managed fund including fund information, ... it may not include all costs being charged on your investment such as platform and adviser fees. 1 Board report The Board is pleased to present the Sunsuper Annual report for the financial year ended 30 June, 2012.
... being charged such as platform and adviser fees. "For any members who were employed immediately prior to the date of disablement, the definition referred to a clause, 'Unable to do a suited occupation ever again'," Sunsuper said. "This part of the definition generally requires members to 'be unable ever again to be gainfully employed in his or her usual occupation, or any other occupation for which he or she is reasonably suited by education, training or experience'. Brokerage costs are not included in this calculation. The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database. * Mandatory fields. The increases in total investment fees and costs for these options were primarily attributed to the increased costs borne by increased underlying transactional activity.Effective 1 October 2020, Sunsuper will also change the strategic asset allocations for its Growth, Balanced, Retirement, Conservative and Balanced index options, as well as the Balanced and Retirement Pools in its Lifestyle Investment Strategy.For the Growth option, the fund will increase its holding in international shares and alternative strategies, while reducing its holding of private capital and diversified strategies.For the balanced option and balanced pool the fund has increased its strategic holding in Australian shares, international shares, fixed interest and cash, and reduced its holding of private capital property, diversified strategies and infrastructure.For its retirement option and retirement pool, the fund will increase its strategic holding in Australian shares, international shares and fixed interest, while reducing its holding in property, diversified strategies and infrastructure.Its conservative option will hold more Australian shares, international shares and fixed interest, while reducing its holding in property, diversified strategies and infrastructure.For the balanced index option, the fund will increase its holding of Australian shares and reduce its holding of international shares.Previously the fund's balanced index option was aiming to closely match the return of the performance benchmark, while its new objective is to beat inflation over 10 years by 3.25% for their Super-savings account and Transition to retirement income account and 3.75% for their Retirement Income Account.For Australian Shares and Shares option prior to 1 October 2020, Sunsuper was aiming to beat the performance benchmark by 0.25%p.a. Average of peers ({{ fund.benchmark.peers.peerCount }}) We are delighted to report that in 2011—12, we cemented our Sunsuper is making a raft of changes to its investment fees and costs, transactional and operation costs and the definition of Total & Permanent Disability (TPD). Read the # InvestSMART Portfolio performance figures are after management and admin fees excl. It has rightly diverted the immediate attention of corporate boardrooms and policymakers to crisis management ...I've always enjoyed irony, so the irony wasn't lost on me when I first read Standard 3 of the FASEA Code of Ethics (Standard 3). ^ Only funds and investment products included in the Morningstar Australia database are available for fee and performance comparison. "As a profit-for-members fund, we believe this change is in the best interests of our members and will better support them when they need it most.
And for him, that path is paved green. "The Medical Conditions include items such as Chronic Lung Disease and Cardiomyopathy. Overall, the fees and costs for … For more information about fees and costs, please see the No asset allocation data available. For the effect of fees on your cumulative returns, please see our report How Fees Can Destroy Your Wealth. InvestSMART cannot determine whether or not franking has been included, nor if dividends have been reinvested. Sunsuper Diversified Bonds. "Members with Total & Permanent Disability cover who experience a catastrophic event or are diagnosed with a specified Medical Condition with no chance of recovery may be paid a single lump sum benefit with no waiting period," Sunsuper said. * InvestSMART's capped Management Fee (capped at $451p.a.) This may not include all funds available for retail investment in Australia.
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