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Morningstar Fund Report

BT Super for Life Growth Fund Retir

Retail

Fund Report | Report generated 07 Dec 2016 |

Performance

31 Oct 2016

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-14 Jun-15 Jun-16 Oct-16
Fund 19.71 19.07 -3.48 3.42
+/- Cat 7.74 10.81 -4.57 2.01
+/- Index 5.44 7.04 -7.47 3.00

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.77 0.45 1.14 80 / 406
3 Month -0.25 1.23 2.42 50 / 407
1 Year -2.40 -3.92 -4.27 391 / 401
3 Year 8.95 3.90 1.58 2 / 381
5 Year 13.98 5.96 3.12 1 / 365

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 9.34 6 6.92
Sharpe Ratio 0.72 0.46 0.73
R-Squared 82.4 89.33 --
Beta 1.23 0.82 --
Alpha 0.52 -1.37 --

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 Oct 2016)
29.61
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 19.147
International Equity 79.602
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.252
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 02 Dec 2016

APIR Code BTA0284AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.5326
Exit Price $ 1.5295
Exit Price
1 Week Change $
-0.0148

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 0.2003

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