Stocks Special Reports LICs Credit Technical Analysis Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Technical Analysis SMSFs Learn
About

Morningstar Fund Report

BT Super for Life 1950s Lifestage Retir

Retail

Fund Report | Report generated 08 Dec 2016 |

Performance

31 Oct 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 Oct-16
Fund 9.09 5.08 2.82 0.14
+/- Cat 0.48 -1.97 -0.54 -0.24
+/- Index -2.70 -5.22 -1.76 -0.25

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.25 -0.04 0.30 12 / 21
3 Month -1.59 -0.16 0.39 13 / 22
1 Year 1.19 -1.12 -1.16 17 / 20
3 Year 3.98 -0.97 -2.85 5 / 6
5 Year 7.04 -0.11 -2.32 1 / 2

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 4.13 3.52 5.17
Sharpe Ratio 0.4 0.64 0.86
R-Squared 95.99 87.69 --
Beta 0.78 0.64 --
Alpha -1.8 -0.66 --

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 Oct 2016)
116.61
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 13.909
International Equity 12.102
Listed Property 5.761
Unlisted Property 0.121
Domestic Fixed Interest 24.556
International Fixed Interest 28.531
Cash 14.344
Other 0.675

Morningstar Sustainability Rating Learn more

Quick Stats

as at 06 Dec 2016

APIR Code BTA0282AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.3225
Exit Price $ 1.3172
Exit Price
1 Week Change $
-0.0018

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 0.3996

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