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Morningstar Fund Report

BT Super for Life 1950s Lifestage Retir

Retail

Fund Report | Report generated 02 Oct 2014 |

Performance

31 Aug 2014

Growth of $10,000

Fund
Fund: 1950s Lifestage-Retiremt
Index
Index: Multisector Growth
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-12 Jun-13 Jun-14 Aug-14
Fund 0.77 15.93 9.09 1.40
+/- Cat 1.30 0.41 -2.77 NAv
+/- Index -11.71 12.60 2.03 0.15

Trailing Total Returns

as at 31 Aug 2014
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.51 -0.25 -0.59 279/410
3 Month 1.40 -0.75 -1.51 386/407
1 Year 7.63 -2.48 -5.00 377/391
3 Year 9.96 -1.06 -4.14 307/383
5 Year 8.17 0.82 -1.07 70/359

Risk Relative to Category

as at 30 Sep 2014
1 Year Average
3 Year Average
5 Year Average

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 2014)
71.61
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
No
Cash Distributions Not Applicable

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2014

Domestic Equity 15.520
International Equity 14.350
Listed Property 1.440
Unlisted Property 0.000
Mortgages 0.000
Domestic Fixed Interest 19.260
International Fixed Interest 9.170
Cash 23.510
Other 16.740

Quick Stats

as at 30 Sep 2014

APIR Code BTA0282AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.2288
Exit Price $ 1.2254
Exit Price
1 Week Change $
-0.0019

Morningstar Ratings

Overall 3
3 Year 2
5 Year 4
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee --
Exit Fee/Withdrawal Fee --
Buy/Sell Spread 0.2800

Annual

ICR pa (30 Jun 2013) 0.9900
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2013)
--
Max Brokerage --