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Morningstar Fund Report

BT Super for Life 1950s Lifestage Retir

Retail

Fund Report | Report generated 31 Jan 2015 |

Performance

31 Dec 2014

Growth of $10,000

Fund
Fund: BT Super for Life 1950s Lifestage Retir
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-12 Jun-13 Jun-14 Dec-14
Fund 0.77 15.93 9.09 3.60
+/- Cat 1.26 0.48 -2.88 -1.21
+/- Index -0.62 -3.72 -5.22 -3.71

Trailing Total Returns

as at 31 Dec 2014
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.95 -0.47 -1.07 355 / 422
3 Month 2.77 -0.79 -2.39 363 / 422
1 Year 5.93 -1.63 -4.90 362 / 405
3 Year 10.77 -1.27 -4.97 322 / 388
5 Year 7.39 0.49 -1.70 108 / 362

Risk Analysis

as at 31 Dec 2014
3-Year Risk Measures Fund Category Index
Standard Deviation 3.84 4.62 4.91
Sharpe Ratio 1.92 1.88 2.41
R-Squared 86.11 85.72 --
Beta 0.72 0.87 --
Alpha -1.21 -1.71 --

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 Dec 2014)
88.28
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2014

Domestic Equity 16.960
International Equity 15.942
Listed Property 6.470
Unlisted Property 0.000
Domestic Fixed Interest 13.045
International Fixed Interest 16.136
Mortgages 3.242
Cash 16.976
Other 11.228

Quick Stats

as at 29 Jan 2015

APIR Code BTA0282AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.2847
Exit Price $ 1.2811
Exit Price
1 Week Change $
0.0146

Morningstar Ratings

Overall 3
3 Year 2
5 Year 3
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.2786

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