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Morningstar Fund Report

BT Super for Life Conservative Retir

Retail

Fund Report | Report generated 17 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: BT Super for Life Conservative Retir
Index
Index: Morningstar Aus Msec Moderate TR AUD
Category
Category: Multisector Moderate

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Dec-16
Fund 6.83 5.08 3.50 0.76
+/- Cat 0.22 0.11 1.17 -0.65
+/- Index -1.80 -2.41 -2.07 -0.89

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.17 0.13 -0.21 63 / 237
3 Month -0.66 -0.89 -0.95 210 / 237
1 Year 3.05 -0.01 -2.23 111 / 235
3 Year 4.00 0.24 -2.08 91 / 227
5 Year 5.41 0.15 -2.22 98 / 222

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 3.66 3.02 3.3
Sharpe Ratio 0.47 0.5 1.12
R-Squared 88.14 83.94 --
Beta 1.04 0.82 --
Alpha -2.13 -1.6 --

Fund Details

Fund Inception 29 Oct 2007
Responsible Entity BT Funds Management Ltd
Fund Manager BT Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Nov 2016)
47.84
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2016

Domestic Equity 11.467
International Equity 7.748
Listed Property 6.849
Unlisted Property 0.000
Domestic Fixed Interest 22.420
International Fixed Interest 24.195
Cash 11.371
Other 15.950

Morningstar Sustainability Rating Learn more

Quick Stats

as at 12 Jan 2017

APIR Code BTA0283AU
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 1.4729
Exit Price $ 1.4703
Exit Price
1 Week Change $
0.0002

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.1792

Annual

ICR pa (30 Jun 2014) 0.9700
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2014)
--
Max Brokerage 0.0000