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Morningstar Fund Report

BT Super for Life Growth Sav

Retail

Fund Report | Report generated 25 Jan 2017 |

Performance

31 Dec 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 Dec-16
Fund 18.64 17.46 -3.00 9.86
+/- Cat 4.42 6.60 -2.92 2.70
+/- Index 1.87 2.57 -5.77 1.83

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.30 0.21 -0.68 68 / 189
3 Month 5.46 1.81 0.47 2 / 189
1 Year 6.28 -0.83 -2.97 112 / 185
3 Year 8.50 1.82 -0.91 12 / 170
5 Year 14.24 3.23 -0.10 2 / 167

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 8.63 7.79 8.72
Sharpe Ratio 0.73 0.58 0.82
R-Squared 89.75 90.68 --
Beta 0.94 0.85 --
Alpha -0.4 -1.64 --

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 Dec 2016)
472.13
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Nov 2016

Domestic Equity 19.179
International Equity 79.890
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.931
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 16 Jan 2017

APIR Code BTA0295AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.5599
Exit Price $ 1.5568
Exit Price
1 Week Change $
-0.0089

Morningstar Ratings

Overall 5
3 Year 4
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