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Morningstar Fund Report

BT Super for Life Growth Fund Retir

Retail

Fund Report | Report generated 20 Feb 2017 |

Performance

31 Jan 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 Jan-17
Fund 19.71 19.07 -3.48 9.37
+/- Cat 7.74 10.81 -4.57 4.66
+/- Index 5.44 7.04 -7.47 5.10

Trailing Total Returns

as at 31 Jan 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.02 -0.66 0.13 381 / 399
3 Month 5.76 2.50 1.92 1 / 398
1 Year 10.56 2.46 1.31 34 / 394
3 Year 9.30 3.35 1.11 1 / 379
5 Year 14.66 6.21 3.36 1 / 364

Risk Analysis

as at 31 Jan 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 9.28 6.06 7.1
Sharpe Ratio 0.76 0.61 0.83
R-Squared 84.97 89.25 --
Beta 1.21 0.8 --
Alpha -0.02 -1.06 --

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 Jan 2017)
30.45
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 19.571
International Equity 79.512
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.917
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 16 Feb 2017

APIR Code BTA0284AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.6150
Exit Price $ 1.6118
Exit Price
1 Week Change $
0.0223

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