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Morningstar Fund Report

BT Super for Life Moderate Retir

Retail

Fund Report | Report generated 25 Apr 2017 |

Performance

31 Mar 2017

Growth of $10,000

Fund
Fund: BT Super for Life Moderate Retir
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Mar-17
Fund 13.06 10.94 2.05 8.50
+/- Cat 1.08 2.68 0.96 1.10
+/- Index -1.22 -1.09 -1.94 0.85

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.59 0.20 -0.09 97 / 403
3 Month 3.20 1.00 1.14 5 / 402
1 Year 12.07 2.25 0.29 29 / 395
3 Year 7.89 1.63 -0.84 26 / 382
5 Year 10.13 1.87 -0.99 12 / 364

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.04 5.96 --
Sharpe Ratio 0.8 0.61 --
R-Squared 96.06 88.87 --
Beta 0.99 0.81 --
Alpha -0.71 -1.18 --

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 28 Feb 2017)
110.14
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Mar 2017

Domestic Equity 35.243
International Equity 25.336
Listed Property 8.147
Unlisted Property 0.000
Domestic Fixed Interest 6.340
International Fixed Interest 3.918
Cash 4.057
Other 16.959

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 19 Apr 2017

APIR Code BTA0285AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.5300
Exit Price $ 1.5257
Exit Price
1 Week Change $
-0.0170

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 0.2806

Annual

ICR pa (30 Jun 2014) 1.1200
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2014)
--
Max Brokerage 0.0000