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Morningstar Fund Report

BT Super for Life Conservative Sav

Retail

Fund Report | Report generated 26 Apr 2017 |

Performance

31 Mar 2017

Growth of $10,000

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

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Mar-17
Fund 6.24 4.47 3.00 2.14
+/- Cat -0.37 -0.50 0.66 -0.52
+/- Index -2.39 -3.02 -2.57 -0.84

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.52 -0.16 -0.30 192 / 240
3 Month 1.51 0.28 0.20 43 / 239
1 Year 4.27 -0.17 -1.67 130 / 233
3 Year 3.71 -0.20 -2.43 125 / 227
5 Year 4.69 -0.18 -2.47 134 / 220

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 3.27 2.99 --
Sharpe Ratio 0.46 0.58 --
R-Squared 87.56 83.34 --
Beta 0.94 0.82 --
Alpha -2.09 -1.48 --

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 31 Mar 2017)
242.63
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Mar 2017

Domestic Equity 11.313
International Equity 8.428
Listed Property 6.579
Unlisted Property 0.000
Domestic Fixed Interest 21.637
International Fixed Interest 23.129
Cash 12.975
Other 15.939

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 20 Apr 2017

APIR Code BTA0294AU
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 1.4305
Exit Price $ 1.4279
Exit Price
1 Week Change $
-0.0019

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 0.1801

Annual

ICR pa (30 Jun 2014) 0.9600
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2014)
--
Max Brokerage 0.0000