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About

Morningstar Fund Report

BT Super for Life 1950s Lifestage Retir

Retail

Fund Report | Report generated 24 Apr 2014 |

Performance

31 Mar 2014

Growth of $10,000

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

Financial Year Total Returns

Jun-11 Jun-12 Jun-13 Mar-14
Fund 10.28 0.77 15.93 7.59
+/- Cat 3.35 1.29 0.44 NAv
+/- Index 4.78 -11.71 12.60 4.13

Trailing Total Returns

as at 31 Mar 2014
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.33 0.19 0.67 103/408
3 Month 0.84 0.33 0.09 80/392
1 Year 9.67 -1.70 -5.77 313/388
3 Year 7.66 0.23 -2.32 163/384
5 Year 11.42 1.94 0.04 17/353

Risk Relative to Category

as at 22 Apr 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 Mar 2014)
53.55
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
No
Cash Distributions Not Applicable

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Mar 2014

Domestic Equity 20.340
International Equity 16.100
Listed Property 1.450
Unlisted Property 0.000
Mortgages 0.000
Domestic Fixed Interest 15.100
International Fixed Interest 10.850
Cash 21.760
Other 14.400

Quick Stats

as at 22 Apr 2014

APIR Code BTA0282AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.2070
Exit Price $ 1.2036
Exit Price
1 Week Change $
0.0026

Morningstar Ratings

Overall 4
3 Year 3
5 Year 5
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
Management Fee pa 0.50%
Performance Fee pa
(30 Jun 2013)
--
Max Brokerage --