Stocks Special Reports LICs Credit Technical Analysis Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Technical Analysis SMSFs Learn
About

Morningstar Fund Report

BT Super for Life Moderate Sav

Retail

Fund Report | Report generated 26 May 2017 |

Performance

30 Apr 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 Apr-17
Fund 12.33 10.04 1.79 9.01
+/- Cat 0.35 1.77 0.70 0.15
+/- Index -1.95 -1.99 -2.20 -0.53

Trailing Total Returns

as at 30 Apr 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.31 -0.06 -0.45 224 / 401
3 Month 4.70 0.74 -0.36 53 / 400
1 Year 10.91 1.25 -0.65 84 / 392
3 Year 7.20 0.81 -1.65 68 / 379
5 Year 9.28 0.81 -2.06 69 / 362

Risk Analysis

as at 30 Apr 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 6.45 5.97 6.98
Sharpe Ratio 0.77 0.64 0.94
R-Squared 95.97 88.96 --
Beta 0.9 0.81 --
Alpha -0.94 -1.14 --

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 30 Apr 2017)
464.03
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2017

Domestic Equity 34.695
International Equity 25.716
Listed Property 8.271
Unlisted Property 0.000
Domestic Fixed Interest 7.135
International Fixed Interest 4.442
Cash 4.100
Other 15.641

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 23 May 2017

APIR Code BTA0296AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.4910
Exit Price $ 1.4868
Exit Price
1 Week Change $
-0.0073

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 0.2811

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