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Morningstar Fund Report

BT Super for Life Growth Fund Retir

Retail

Fund Report | Report generated 25 Mar 2017 |

Performance

28 Feb 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-14 Jun-15 Jun-16 Feb-17
Fund 19.71 19.07 -3.48 11.29
+/- Cat 7.74 10.81 -4.57 5.36
+/- Index 5.44 7.04 -7.47 5.41

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.75 0.60 0.21 18 / 401
3 Month 4.41 1.20 0.86 4 / 398
1 Year 14.52 4.57 2.83 7 / 392
3 Year 8.79 3.21 1.02 2 / 379
5 Year 14.36 6.04 3.14 1 / 363

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 9.19 5.98 --
Sharpe Ratio 0.72 0.56 --
R-Squared 84.68 89 --
Beta 1.21 0.8 --
Alpha -0.02 -1.07 --

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 28 Feb 2017)
30.89
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 19.416
International Equity 79.994
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.590
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 22 Mar 2017

APIR Code BTA0284AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.6239
Exit Price $ 1.6207
Exit Price
1 Week Change $
-0.0205

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