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Morningstar Fund Report

BT Super for Life 1950s Lifestage Retir

Retail

Fund Report | Report generated 26 Mar 2017 |

Performance

28 Feb 2017

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 Feb-17
Fund 9.09 5.08 2.82 2.59
+/- Cat 0.48 -1.97 -0.54 -0.39
+/- Index -2.70 -5.22 -1.76 -1.70

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.95 0.03 -0.26 5 / 19
3 Month 2.10 -0.17 -0.65 12 / 18
1 Year 6.32 0.04 -2.75 10 / 17
3 Year 3.85 -1.22 -3.09 15 / 16
5 Year 6.81 -0.18 -2.66 1 / 2

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 4.06 3.76 --
Sharpe Ratio 0.4 0.75 --
R-Squared 95.16 81.41 --
Beta 0.76 0.6 --
Alpha -1.88 -0.04 --

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 28 Feb 2017)
119.97
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 14.358
International Equity 12.335
Listed Property 6.742
Unlisted Property 0.106
Domestic Fixed Interest 23.044
International Fixed Interest 25.814
Cash 16.438
Other 1.164

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 23 Mar 2017

APIR Code BTA0282AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.3545
Exit Price $ 1.3496
Exit Price
1 Week Change $
-0.0012

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 0.3996

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