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Morningstar Fund Report

BT Super for Life Growth Sav

Retail

Fund Report | Report generated 04 Dec 2016 |

Performance

31 Oct 2016

Growth of $10,000

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

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Oct-16
Fund 18.64 17.46 -3.00 3.44
+/- Cat 4.42 6.60 -2.92 1.42
+/- Index 1.87 2.57 -5.77 2.51

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.70 0.62 1.21 25 / 189
3 Month -0.22 1.23 2.43 33 / 190
1 Year -1.92 -3.13 -2.83 175 / 186
3 Year 8.47 2.58 0.22 6 / 171
5 Year 12.91 3.43 0.48 2 / 164

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 8.62 7.6 8.47
Sharpe Ratio 0.72 0.5 0.71
R-Squared 88.02 90.55 --
Beta 0.96 0.85 --
Alpha 0.48 -1.46 --

Fund Details

Fund Inception 29 Oct 2007
Responsible Entity BT Funds Management Ltd
Fund Manager BT Funds Management Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Oct 2016)
438.81
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 30 Nov 2016

APIR Code BTA0295AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.5111
Exit Price $ 1.5081
Exit Price
1 Week Change $
0.0004

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 0.1994

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