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Morningstar Fund Report

BT Super for Life Moderate Retir

Retail

Fund Report | Report generated 23 Jan 2017 |

Performance

31 Dec 2016

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 Dec-16
Fund 13.06 10.94 2.05 5.14
+/- Cat 1.08 2.68 0.96 0.04
+/- Index -1.22 -1.09 -1.94 -0.35

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.99 0.59 -0.16 22 / 402
3 Month 2.21 -0.17 -0.84 234 / 402
1 Year 6.24 0.50 -1.69 142 / 398
3 Year 7.11 1.43 -1.13 37 / 378
5 Year 10.73 1.66 -1.45 19 / 363

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 7.15 6.11 7.09
Sharpe Ratio 0.68 0.56 0.83
R-Squared 96.6 89.78 --
Beta 0.99 0.82 --
Alpha -1 -1.4 --

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)
107.74
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2016

Domestic Equity 34.170
International Equity 24.587
Listed Property 8.717
Unlisted Property 0.000
Domestic Fixed Interest 7.348
International Fixed Interest 4.887
Cash 3.496
Other 16.794

Morningstar Sustainability Rating Learn more

Quick Stats

as at 16 Jan 2017

APIR Code BTA0285AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.4885
Exit Price $ 1.4843
Exit Price
1 Week Change $
-0.0091

Morningstar Ratings

Overall 4
3 Year 4
5 Year 4
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