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Morningstar Fund Report

BT Super for Life 1990s Lifestage Sav

Retail

Fund Report | Report generated 28 Jun 2017 |

Performance

31 May 2017

Growth of $10,000

Fund
Fund: BT Super for Life 1990s Lifestage Sav
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1990s and later

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 May-17
Fund 12.81 8.39 1.01 10.90
+/- Cat -0.57 -2.63 -1.47 -0.24
+/- Index -3.96 -6.51 -1.76 -2.22

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.19 -0.14 0.02 18 / 25
3 Month 3.52 0.03 -0.97 16 / 23
1 Year 8.63 -0.94 -1.92 14 / 17
3 Year 6.58 -1.68 -3.51 12 / 12
5 Year 11.05 -0.90 -3.21 1 / 2

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.08 6.71 8.6
Sharpe Ratio 0.63 0.87 0.91
R-Squared 97.56 91.82 --
Beta 0.81 0.75 --
Alpha -1.92 -0.16 --

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)
505.41
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 36.662
International Equity 40.638
Listed Property 11.584
Unlisted Property 0.122
Domestic Fixed Interest 0.876
International Fixed Interest 0.975
Cash 4.021
Other 5.121

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 23 Jun 2017

APIR Code BTA0293AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1990s and later
Entry Price $ 1.4209
Exit Price $ 1.4158
Exit Price
1 Week Change $
-0.0034

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 0.3599

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