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Morningstar Fund Report

BT Super for Life Moderate Sav

Retail

Fund Report | Report generated 26 Jun 2017 |

Performance

31 May 2017

Growth of $10,000

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

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 May-17
Fund 12.33 10.04 1.79 8.20
+/- Cat 0.35 1.77 0.70 -0.84
+/- Index -1.95 -1.99 -2.20 -1.48

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.74 -0.91 -0.87 369 / 377
3 Month 1.93 -1.00 -1.66 348 / 376
1 Year 6.85 -0.60 -1.45 241 / 374
3 Year 6.60 0.51 -1.93 91 / 359
5 Year 9.60 0.49 -2.31 94 / 341

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 6.49 5.96 6.99
Sharpe Ratio 0.69 0.58 0.9
R-Squared 95.53 88.99 --
Beta 0.91 0.81 --
Alpha -1.25 -1.25 --

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)
443.55
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 34.589
International Equity 27.715
Listed Property 7.485
Unlisted Property 0.000
Domestic Fixed Interest 9.147
International Fixed Interest 4.735
Cash 1.456
Other 14.873

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Jun 2017

APIR Code BTA0296AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.4876
Exit Price $ 1.4834
Exit Price
1 Week Change $
-0.0117

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.2816

Annual

ICR pa (30 Jun 2014) 0.9600
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2014)
--
Max Brokerage 0.0000