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Morningstar Fund Report

BT Super for Life 1970s Lifestage Sav

Retail

Fund Report | Report generated 25 Jun 2017 |

Performance

31 May 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 May-17
Fund 12.12 7.64 1.21 10.55
+/- Cat -1.00 -3.34 -1.71 0.36
+/- Index -4.65 -7.25 -1.56 -2.57

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.19 -0.15 0.02 14 / 18
3 Month 3.51 0.14 -0.98 5 / 17
1 Year 8.46 -0.57 -2.09 12 / 17
3 Year 6.31 -1.78 -3.78 11 / 11
5 Year 10.55 -0.84 -3.71 1 / 2

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 6.56 6.3 8.6
Sharpe Ratio 0.64 0.9 0.91
R-Squared 97.36 91.55 --
Beta 0.75 0.7 --
Alpha -1.74 0.1 --

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 May 2017)
2,180.26
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 May 2017

Domestic Equity 36.681
International Equity 40.659
Listed Property 11.590
Unlisted Property 0.122
Domestic Fixed Interest 0.878
International Fixed Interest 0.977
Cash 3.970
Other 5.124

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Jun 2017

APIR Code BTA0291AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1970s
Entry Price $ 1.3835
Exit Price $ 1.3785
Exit Price
1 Week Change $
-0.0122

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 0.3612

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