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Morningstar Fund Report

BT Super for Life Growth Sav

Retail

Fund Report | Report generated 25 May 2017 |

Performance

30 Apr 2017

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 Apr-17
Fund 18.64 17.46 -3.00 15.97
+/- Cat 4.42 6.60 -2.92 4.05
+/- Index 1.87 2.57 -5.77 3.03

Trailing Total Returns

as at 30 Apr 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.78 1.04 0.63 1 / 184
3 Month 6.52 1.48 0.38 10 / 184
1 Year 16.85 3.94 2.03 3 / 177
3 Year 10.41 2.59 -0.01 2 / 165
5 Year 13.82 3.48 0.42 2 / 158

Risk Analysis

as at 30 Apr 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 8.48 7.64 8.59
Sharpe Ratio 0.96 0.75 0.95
R-Squared 89.4 90.28 --
Beta 0.93 0.85 --
Alpha 0.52 -1.29 --

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 30 Apr 2017)
510.16
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2017

Domestic Equity 18.949
International Equity 80.101
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.949
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 19 May 2017

APIR Code BTA0295AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.6608
Exit Price $ 1.6575
Exit Price
1 Week Change $
-0.0077

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 0.1989

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