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Morningstar Fund Report

BT Super for Life 1950s Lifestage Retir

Retail

Fund Report | Report generated 23 Dec 2014 |

Performance

30 Nov 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 Nov-14
Fund 0.77 15.93 9.09 2.62
+/- Cat 1.30 0.41 -2.77 NAv
+/- Index -11.71 12.60 2.03 -0.58

Trailing Total Returns

as at 30 Nov 2014
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.87 0.07 -0.06 171/404
3 Month 1.21 0.09 -1.01 195/404
1 Year 6.06 -1.07 -4.24 324/384
3 Year 10.45 -1.05 -4.38 290/377
5 Year 7.72 0.62 -1.47 100/354

Risk Relative to Category

as at 19 Dec 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 30 Nov 2014)
83.17
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 Nov 2014

Domestic Equity 16.370
International Equity 13.620
Listed Property 6.440
Unlisted Property 0.000
Mortgages 3.230
Domestic Fixed Interest 12.970
International Fixed Interest 16.080
Cash 19.550
Other 11.740

Quick Stats

as at 19 Dec 2014

APIR Code BTA0282AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.2570
Exit Price $ 1.2535
Exit Price
1 Week Change $
0.0114

Morningstar Ratings

Overall 3
3 Year 2
5 Year 3
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 --