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About

Morningstar Fund Report

BT Super for Life 1970s Lifestage Sav

Retail

Fund Report | Report generated 21 Sep 2017 |

Performance

31 Aug 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-15 Jun-16 Jun-17 Aug-17
Fund 7.64 1.21 10.01 0.71
+/- Cat -3.34 -1.71 0.18 0.23
+/- Index -7.25 -1.56 -1.62 0.65

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.65 0.02 -0.10 12 / 20
3 Month 0.21 0.06 1.40 7 / 20
1 Year 7.60 0.43 -0.31 11 / 17
3 Year 5.78 -1.41 -2.78 11 / 11
5 Year 9.42 -0.82 -3.50 2 / 2

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 6.55 6.47 8.67
Sharpe Ratio 0.57 0.76 0.75
R-Squared 96.84 90.39 --
Beta 0.74 0.71 --
Alpha -1.1 0.23 --

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 Aug 2017)
2,221.51
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Aug 2017

Domestic Equity 37.419
International Equity 38.967
Listed Property 11.642
Unlisted Property 0.130
Domestic Fixed Interest 0.927
International Fixed Interest 0.889
Cash 5.066
Other 4.961

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 14 Sep 2017

APIR Code BTA0291AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1970s
Entry Price $ 1.3994
Exit Price $ 1.3944
Exit Price
1 Week Change $
0.0132

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 0.3610

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