Stocks Special Reports LICs Credit Technical Analysis Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Technical Analysis SMSFs Learn
About

Morningstar Fund Report

BT Super for Life 1970s Lifestage Sav

Retail

Fund Report | Report generated 25 Feb 2017 |

Performance

31 Jan 2017

Growth of $10,000

Fund
Fund: BT Super for Life 1970s Lifestage Sav
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1970s

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Jan-17
Fund 12.12 7.64 1.21 5.01
+/- Cat -1.00 -3.34 -1.71 0.01
+/- Index -4.65 -7.25 -1.56 -1.38

Trailing Total Returns

as at 31 Jan 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.65 -0.30 0.87 13 / 18
3 Month 4.50 0.77 -0.92 5 / 18
1 Year 7.73 -1.76 -3.59 13 / 16
3 Year 5.74 -2.03 -3.67 15 / 15
5 Year 9.24 -0.90 -4.04 1 / 1

Risk Analysis

as at 31 Jan 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 6.6 6.22 8.72
Sharpe Ratio 0.54 0.9 0.82
R-Squared 97.23 85.66 --
Beta 0.75 0.65 --
Alpha -1.77 0.81 --

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 2017)
2,005.87
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2016

Domestic Equity 37.266
International Equity 40.016
Listed Property 11.370
Unlisted Property 0.162
Domestic Fixed Interest 0.882
International Fixed Interest 1.377
Cash 6.198
Other 2.731

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 22 Feb 2017

APIR Code BTA0291AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1970s
Entry Price $ 1.3470
Exit Price $ 1.3422
Exit Price
1 Week Change $
0.0054

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 0.4000

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