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About

Morningstar Fund Report

BT Super for Life Growth Fund Retir

Retail

Fund Report | Report generated 23 Sep 2017 |

Performance

31 Aug 2017

Growth of $10,000

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

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Aug-17
Fund 19.07 -3.48 17.81 1.10
+/- Cat 10.81 -4.57 9.27 0.78
+/- Index 7.04 -7.47 9.44 0.84

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.95 0.50 0.29 8 / 374
3 Month -0.05 0.09 0.79 110 / 374
1 Year 14.10 8.28 8.53 1 / 368
3 Year 10.17 4.89 3.02 1 / 356
5 Year 15.13 6.83 4.35 1 / 337

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 9.25 5.97 7.04
Sharpe Ratio 0.87 0.56 0.72
R-Squared 84.96 88.37 --
Beta 1.21 0.8 --
Alpha 1.89 -0.6 --

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 31 Aug 2017)
31.74
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Aug 2017

Domestic Equity 22.615
International Equity 76.115
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.270
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 19 Sep 2017

APIR Code BTA0284AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.7443
Exit Price $ 1.7408
Exit Price
1 Week Change $
0.0102

Morningstar Ratings

Overall 5
3 Year 5
5 Year 5
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.1993

Annual

ICR pa (30 Jun 2014) 0.9900
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2014)
0.01%
Max Brokerage 0.0000