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Morningstar Fund Report

BT Super for Life 1950s Lifestage Sav

Retail

Fund Report | Report generated 17 Aug 2017 |

Performance

31 Jul 2017

Growth of $10,000

Fund
Fund: BT Super for Life 1950s Lifestage Sav
Index
Index: Morningstar Aus Msec Balanced TR AUD
Category
Category: Multisector Life Stages – 1950s

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Jul-17
Fund 4.69 2.61 4.10 0.07
+/- Cat -2.37 -0.75 -0.95 0.19
+/- Index -5.62 -1.97 -2.41 0.35

Trailing Total Returns

as at 31 Jul 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.07 0.19 0.35 6 / 20
3 Month 0.03 0.10 0.95 6 / 18
1 Year 2.50 -0.53 -1.20 11 / 15
3 Year 3.52 -1.29 -3.01 11 / 11
5 Year 6.32 -0.83 -2.91 3 / 3

Risk Analysis

as at 31 Jul 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 3.69 3.68 5.27
Sharpe Ratio 0.38 0.65 0.83
R-Squared 94.43 90.84 --
Beta 0.68 0.66 --
Alpha -1.56 -0.54 --

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 Jul 2017)
542.78
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jul 2017

Domestic Equity 16.146
International Equity 12.130
Listed Property 6.436
Unlisted Property 0.082
Domestic Fixed Interest 25.033
International Fixed Interest 23.576
Cash 12.614
Other 3.982

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 14 Aug 2017

APIR Code BTA0289AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.3311
Exit Price $ 1.3263
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 1
3 Year 1
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.3622

Annual

ICR pa (30 Jun 2014) 0.9800
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2014)
0.02%
Max Brokerage 0.0000