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Morningstar Fund Report

BT Super for Life 1950s Lifestage Retir

Retail

Fund Report | Report generated 23 Jun 2017 |

Performance

31 May 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 May-17
Fund 9.09 5.08 2.82 4.99
+/- Cat 0.48 -1.97 -0.54 -0.43
+/- Index -2.70 -5.22 -1.76 -2.58

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.39 0.00 0.06 8 / 19
3 Month 2.34 -0.02 -0.80 12 / 18
1 Year 4.72 -0.56 -2.08 13 / 16
3 Year 4.29 -1.10 -3.23 11 / 12
5 Year 7.62 -0.17 -2.27 1 / 3

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 4.07 3.65 5.19
Sharpe Ratio 0.52 0.79 1.01
R-Squared 95.34 91.11 --
Beta 0.76 0.67 --
Alpha -1.89 -0.65 --

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 May 2017)
123.71
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 May 2017

Domestic Equity 16.164
International Equity 12.728
Listed Property 6.397
Unlisted Property 0.079
Domestic Fixed Interest 22.616
International Fixed Interest 25.171
Cash 12.651
Other 4.194

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 20 Jun 2017

APIR Code BTA0282AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.3863
Exit Price $ 1.3813
Exit Price
1 Week Change $
-0.0017

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 0.3623

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