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Morningstar Fund Report

BT Super for Life 1940s Lifestage Sav

Retail

Fund Report | Report generated 26 Feb 2017 |

Performance

31 Jan 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-14 Jun-15 Jun-16 Jan-17
Fund 5.35 2.60 3.27 0.85
+/- Cat -0.51 -3.47 -1.05 0.27
+/- Index -3.28 -4.89 -2.31 -0.41

Trailing Total Returns

as at 31 Jan 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.15 -0.05 0.22 8 / 17
3 Month 0.69 -0.08 -0.51 6 / 13
1 Year 3.40 -0.45 -1.80 9 / 13
3 Year 2.93 -1.55 -2.99 12 / 12
5 Year 4.57 -0.89 -2.67 2 / 2

Risk Analysis

as at 31 Jan 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 2.32 3.16 3.33
Sharpe Ratio 0.29 0.7 1.08
R-Squared 92.09 76.74 --
Beta 0.67 0.67 --
Alpha -1.71 -0.17 --

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 Jan 2017)
51.45
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2016

Domestic Equity 11.172
International Equity 8.842
Listed Property 6.070
Unlisted Property 0.112
Domestic Fixed Interest 26.527
International Fixed Interest 29.870
Cash 17.199
Other 0.208

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 23 Feb 2017

APIR Code BTA0288AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1940s and earlier
Entry Price $ 1.2921
Exit Price $ 1.2875
Exit Price
1 Week Change $
0.0018

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 0.4022

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