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Morningstar Fund Report

BT Super for Life 1980s Lifestage Sav

Retail

Fund Report | Report generated 27 May 2017 |

Performance

30 Apr 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-14 Jun-15 Jun-16 Apr-17
Fund 12.60 8.23 1.07 10.49
+/- Cat -0.96 -3.41 -1.34 -0.49
+/- Index -4.17 -6.66 -1.70 -2.44

Trailing Total Returns

as at 30 Apr 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.73 0.06 -0.42 9 / 21
3 Month 5.11 0.32 -1.04 7 / 21
1 Year 11.33 -0.77 -3.49 12 / 17
3 Year 6.77 -1.98 -3.64 16 / 16
5 Year 9.81 -1.14 -3.59 1 / 2

Risk Analysis

as at 30 Apr 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 6.92 6.57 8.59
Sharpe Ratio 0.67 0.98 0.95
R-Squared 97.54 86.64 --
Beta 0.8 0.71 --
Alpha -1.85 0.59 --

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 Apr 2017)
2,218.07
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2017

Domestic Equity 37.008
International Equity 39.555
Listed Property 11.626
Unlisted Property 0.132
Domestic Fixed Interest 0.952
International Fixed Interest 0.991
Cash 4.285
Other 5.451

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 24 May 2017

APIR Code BTA0292AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1980s
Entry Price $ 1.4045
Exit Price $ 1.3995
Exit Price
1 Week Change $
0.0067

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 0.3589

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