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Morningstar Fund Report

BT Super for Life 1980s Lifestage Sav

Retail

Fund Report | Report generated 24 Jul 2017 |

Performance

30 Jun 2017

Growth of $10,000

Fund
Fund: BT Super for Life 1980s Lifestage Sav
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1980s

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Jun-17
Fund 8.23 1.07 10.16 10.16
+/- Cat -3.41 -1.34 -0.70 -0.70
+/- Index -6.66 -1.70 -1.43 -1.43

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.49 -0.08 0.86 12 / 20
3 Month 1.43 -0.14 0.49 13 / 17
1 Year 10.16 -0.70 -1.43 12 / 13
3 Year 6.42 -1.81 -3.22 11 / 11
5 Year 10.67 -1.20 -3.21 1 / 2

Risk Analysis

as at 30 Jun 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 6.93 6.63 8.67
Sharpe Ratio 0.62 0.87 0.86
R-Squared 97.24 91.49 --
Beta 0.79 0.73 --
Alpha -1.55 0.18 --

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 30 Jun 2017)
2,281.66
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2017

Domestic Equity 36.547
International Equity 38.196
Listed Property 10.574
Unlisted Property 0.116
Domestic Fixed Interest 0.911
International Fixed Interest 0.912
Cash 8.018
Other 4.726

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 20 Jul 2017

APIR Code BTA0292AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1980s
Entry Price $ 1.4035
Exit Price $ 1.3985
Exit Price
1 Week Change $
-0.0009

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 0.3581

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