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Morningstar Fund Report

BT Super for Life 1950s Lifestage Retir

Retail

Fund Report | Report generated 01 Mar 2015 |

Performance

31 Jan 2015

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 Jan-15
Fund 0.77 15.93 9.09 5.31
+/- Cat 1.26 0.48 -2.88 -1.83
+/- Index -0.62 -3.72 -5.22 -5.19

Trailing Total Returns

as at 31 Jan 2015
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.64 -0.57 -1.33 368 / 433
3 Month 3.50 -1.01 -2.54 366 / 433
1 Year 8.29 -2.91 -6.95 400 / 427
3 Year 10.41 -1.52 -5.39 345 / 399
5 Year 8.15 0.24 -2.24 153 / 372

Risk Analysis

as at 31 Jan 2015
3-Year Risk Measures Fund Category Index
Standard Deviation 3.72 4.61 4.93
Sharpe Ratio 1.89 1.86 2.42
R-Squared 85.94 85.39 --
Beta 0.7 0.86 --
Alpha -1.28 -1.78 --

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 2015)
91.87
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jan 2015

Domestic Equity 16.170
International Equity 15.700
Listed Property 6.714
Unlisted Property 0.000
Domestic Fixed Interest 15.323
International Fixed Interest 17.884
Cash 17.215
Other 10.995

Quick Stats

as at 26 Feb 2015

APIR Code BTA0282AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.3095
Exit Price $ 1.3058
Exit Price
1 Week Change $
0.0042

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 0.2796

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