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Morningstar Fund Report

BT Super for Life 1960s Lifestage Sav

Retail

Fund Report | Report generated 24 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: BT Super for Life 1960s Lifestage Sav
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Life Stages – 1960s

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Dec-16
Fund 10.40 6.32 1.77 3.94
+/- Cat -0.89 -2.41 -1.40 0.27
+/- Index -3.87 -5.71 -2.22 -1.54

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.13 0.19 -1.02 4 / 22
3 Month 1.89 0.40 -1.15 10 / 21
1 Year 4.40 -1.30 -3.52 18 / 20
3 Year 4.69 -1.53 -3.55 11 / 11
5 Year 8.73 -0.58 -3.45 1 / 1

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 5.36 5.15 7.09
Sharpe Ratio 0.46 0.82 0.83
R-Squared 97.66 81.46 --
Beta 0.75 0.64 --
Alpha -1.96 0.25 --

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 Dec 2016)
1,543.54
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Nov 2016

Domestic Equity 26.262
International Equity 26.057
Listed Property 8.634
Unlisted Property 0.142
Domestic Fixed Interest 11.928
International Fixed Interest 14.739
Cash 10.373
Other 1.866

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 16 Jan 2017

APIR Code BTA0290AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1960s
Entry Price $ 1.3014
Exit Price $ 1.2962
Exit Price
1 Week Change $
-0.0058

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 0.3994

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