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Morningstar Fund Report

BT Super for Life 1950s Lifestage Retir

Retail

Fund Report | Report generated 14 Feb 2016 |

Performance

31 Dec 2015

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-13 Jun-14 Jun-15 Dec-15
Fund 15.93 9.09 5.08 1.19
+/- Cat 1.75 0.48 -1.97 0.14
+/- Index 0.80 -2.70 -5.22 -0.58

Trailing Total Returns

as at 31 Dec 2015
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.07 -0.06 -0.04 12 / 19
3 Month 1.46 -0.07 -0.74 7 / 19
1 Year 2.64 -0.68 -2.96 14 / 18
3 Year 7.15 -0.07 -3.11 1 / 4
5 Year 6.68 0.12 -1.99 1 / 2

Risk Analysis

as at 31 Dec 2015
3-Year Risk Measures Fund Category Index
Standard Deviation 4.25 3.32 5.16
Sharpe Ratio 1.06 1.16 1.44
R-Squared 95.25 93.09 --
Beta 0.8 0.62 --
Alpha -1.46 -0.84 --

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 2016)
109.01
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2015

Domestic Equity 19.474
International Equity 18.563
Listed Property 6.812
Unlisted Property 0.761
Domestic Fixed Interest 19.177
International Fixed Interest 19.021
Cash 7.890
Other 8.299

Quick Stats

as at 11 Feb 2016

APIR Code BTA0282AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.2505
Exit Price $ 1.2458
Exit Price
1 Week Change $
-0.0206

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.3791

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