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Morningstar Fund Report

BT Super for Life 1950s Lifestage Retir

Retail

Fund Report | Report generated 22 Oct 2014 |

Performance

30 Sep 2014

Growth of $10,000

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

Financial Year Total Returns

Jun-12 Jun-13 Jun-14 Sep-14
Fund 0.77 15.93 9.09 0.81
+/- Cat 1.30 0.41 -2.77 NAv
+/- Index -11.71 12.60 2.03 -0.04

Trailing Total Returns

as at 30 Sep 2014
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.58 0.36 0.25 82/407
3 Month 0.81 -0.33 -1.23 314/404
1 Year 6.12 -1.41 -4.46 339/387
3 Year 10.75 -0.77 -3.93 280/379
5 Year 7.40 0.91 -0.99 65/355

Risk Relative to Category

as at 20 Oct 2014
1 Year Below 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 30 Sep 2014)
75.17
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
No
Cash Distributions Not Applicable

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Sep 2014

Domestic Equity 16.430
International Equity 15.650
Listed Property 6.210
Unlisted Property 0.000
Mortgages 3.230
Domestic Fixed Interest 13.120
International Fixed Interest 15.950
Cash 17.650
Other 11.750

Quick Stats

as at 20 Oct 2014

APIR Code BTA0282AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.2180
Exit Price $ 1.2146
Exit Price
1 Week Change $
0.0058

Morningstar Ratings

Overall 3
3 Year 2
5 Year 4
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
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2013)
--
Max Brokerage --