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About

Morningstar Fund Report

BT Super for Life 1940s Lifestage Retir

Retail

Fund Report | Report generated 24 Sep 2017 |

Performance

31 Aug 2017

Growth of $10,000

Fund
Fund: BT Super for Life 1940s Lifestage Retir
Index
Index: Morningstar Aus Msec Moderate TR AUD
Category
Category: Multisector Life Stages – 1940s and earlier

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Aug-17
Fund 2.76 3.59 3.29 0.57
+/- Cat -3.31 -0.73 0.15 0.20
+/- Index -4.73 -1.99 -0.44 0.15

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.44 0.02 -0.01 4 / 20
3 Month 0.14 0.26 0.43 4 / 20
1 Year 2.36 0.22 -0.11 3 / 7
3 Year 3.12 -1.09 -1.96 4 / 5
5 Year 4.63 -0.45 -2.05 2 / 3

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 2.56 2.62 3.32
Sharpe Ratio 0.4 0.54 0.89
R-Squared 92.22 86.39 --
Beta 0.74 0.73 --
Alpha -1.16 -0.7 --

Fund Details

Fund Inception 29 Oct 2007
Responsible Entity BT Funds Management Ltd
Fund Manager BT Funds Management Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Aug 2017)
29.85
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Aug 2017

Domestic Equity 11.971
International Equity 7.459
Listed Property 5.459
Unlisted Property 0.076
Domestic Fixed Interest 27.735
International Fixed Interest 26.613
Cash 16.972
Other 3.716

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 21 Sep 2017

APIR Code BTA0281AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1940s and earlier
Entry Price $ 1.4792
Exit Price $ 1.4739
Exit Price
1 Week Change $
-0.0041

Morningstar Ratings

Overall 2
3 Year 2
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.3591

Annual

ICR pa (30 Jun 2014) 0.9900
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2014)
0.03%
Max Brokerage 0.0000