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Morningstar Fund Report

BT Super for Life 1950s Lifestage Retir

Retail

Fund Report | Report generated 28 Sep 2016 |

Performance

31 Aug 2016

Growth of $10,000

Fund
Fund: BT Super for Life 1950s Lifestage Retir
Index
Index: Morningstar Aus Msec Balanced TR AUD
Category
Category: Multisector Life Stages – 1950s

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Aug-16
Fund 9.09 5.08 2.82 1.76
+/- Cat 0.48 -1.97 -0.54 0.01
+/- Index -2.70 -5.22 -1.98 -0.62

Trailing Total Returns

as at 31 Aug 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.01 0.08 0.05 11 / 21
3 Month 1.50 -0.13 -0.14 13 / 21
1 Year 4.12 -0.95 -2.45 16 / 19
3 Year 5.28 -0.92 -3.25 5 / 6
5 Year 7.59 -0.05 -2.44 1 / 2

Risk Analysis

as at 31 Aug 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 4.05 3.4 4.96
Sharpe Ratio 0.71 1.02 1.2
R-Squared 95.7 87.78 --
Beta 0.79 0.64 --
Alpha -1.78 -0.44 --

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 2016)
116.84
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Aug 2016

Domestic Equity 14.306
International Equity 12.320
Listed Property 6.520
Unlisted Property 0.138
Domestic Fixed Interest 23.124
International Fixed Interest 27.313
Cash 15.869
Other 0.411

Quick Stats

as at 26 Sep 2016

APIR Code BTA0282AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.3350
Exit Price $ 1.3297
Exit Price
1 Week Change $
0.0084

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 0.3991

Annual

ICR pa (30 Jun 2014) 1.1100
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2014)
0.02%
Max Brokerage 0.0000