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Morningstar Fund Report

BT Super for Life 1940s Lifestage Sav

Retail

Fund Report | Report generated 27 Jul 2017 |

Performance

30 Jun 2017

Growth of $10,000

Fund
Fund: BT Super for Life 1940s Lifestage Sav
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 Jun-17
Fund 2.60 3.27 3.08 3.08
+/- Cat -3.47 -1.05 -0.06 -0.06
+/- Index -4.89 -2.31 -0.64 -0.64

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.37 0.12 0.40 5 / 20
3 Month 0.85 -0.08 0.14 14 / 15
1 Year 3.08 -0.06 -0.64 4 / 7
3 Year 2.98 -1.52 -2.60 5 / 5
5 Year 4.67 -0.93 -2.38 3 / 3

Risk Analysis

as at 30 Jun 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 2.35 2.63 3.34
Sharpe Ratio 0.36 0.62 1.01
R-Squared 91.75 86.52 --
Beta 0.67 0.73 --
Alpha -1.44 -0.81 --

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 30 Jun 2017)
56.05
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2017

Domestic Equity 12.731
International Equity 7.449
Listed Property 5.023
Unlisted Property 0.068
Domestic Fixed Interest 27.331
International Fixed Interest 27.348
Cash 16.385
Other 3.665

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 24 Jul 2017

APIR Code BTA0288AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1940s and earlier
Entry Price $ 1.3118
Exit Price $ 1.3071
Exit Price
1 Week Change $
-0.0008

Morningstar Ratings

Overall 1
3 Year 1
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.3593

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