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Morningstar Fund Report

BT Super for Life Growth Sav

Retail

Fund Report | Report generated 26 Jun 2017 |

Performance

31 May 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 May-17
Fund 18.64 17.46 -3.00 17.74
+/- Cat 4.42 6.60 -2.92 5.56
+/- Index 1.87 2.57 -5.77 4.62

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.53 1.28 1.37 1 / 178
3 Month 6.47 2.66 1.98 2 / 178
1 Year 13.74 3.79 3.19 7 / 177
3 Year 10.36 2.85 0.27 1 / 161
5 Year 14.96 3.74 0.70 2 / 152

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 8.48 7.71 8.6
Sharpe Ratio 0.95 0.69 0.91
R-Squared 88.75 90.71 --
Beta 0.93 0.86 --
Alpha 0.79 -1.5 --

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 May 2017)
522.34
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 May 2017

Domestic Equity 21.864
International Equity 76.255
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.881
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Jun 2017

APIR Code BTA0295AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.6674
Exit Price $ 1.6641
Exit Price
1 Week Change $
-0.0031

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 0.1985

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