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Morningstar Fund Report

BT Super for Life 1970s Lifestage Sav

Retail

Fund Report | Report generated 06 Dec 2016 |

Performance

31 Oct 2016

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 Oct-16
Fund 12.12 7.64 1.21 0.49
+/- Cat -1.00 -3.34 -1.71 -0.69
+/- Index -4.65 -7.25 -1.56 -0.44

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.94 -0.42 -0.03 10 / 21
3 Month -2.67 -0.83 -0.02 11 / 22
1 Year -0.45 -2.74 -1.37 18 / 19
3 Year 4.56 -2.20 -3.69 5 / 5
5 Year 8.58 -1.05 -3.86 1 / 1

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 6.43 6.34 8.47
Sharpe Ratio 0.36 0.66 0.71
R-Squared 97.39 85.72 --
Beta 0.75 0.69 --
Alpha -2.14 -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 Oct 2016)
1,869.57
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 36.900
International Equity 38.075
Listed Property 11.107
Unlisted Property 0.159
Domestic Fixed Interest 1.053
International Fixed Interest 2.861
Cash 6.953
Other 2.892

Morningstar Sustainability Rating Learn more

Quick Stats

as at 30 Nov 2016

APIR Code BTA0291AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1970s
Entry Price $ 1.2892
Exit Price $ 1.2841
Exit Price
1 Week Change $
-0.0013

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