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About

Morningstar Fund Report

BT Super for Life 1940s Lifestage Retir

Retail

Fund Report | Report generated 20 Sep 2021 |

Performance

31 Aug 2021

Growth of $10,000

Fund
Fund: BT Super for Life 1940s Lifestage Retir
Index
Index: Morningstar Aus Msec Moderate TR AUD
Category
Category: Multisector Life Stages – 1940s and earlier

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Aug-21
Fund 6.02 0.22 9.63 2.00
+/- Cat 0.04 0.30 0.08 -0.14
+/- Index -2.13 -1.37 1.86 -0.45

Trailing Total Returns

as at 31 Aug 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.89 -0.02 -0.04 5 / 8
3 Month 3.14 -0.11 -0.75 5 / 8
1 Year 10.01 -0.26 1.05 5 / 8
3 Year 5.52 0.14 -0.49 4 / 8
5 Year 4.75 -0.02 -0.78 2 / 4

Risk Analysis

as at 31 Aug 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 5.11 5.15 4.96
Sharpe Ratio 0.93 0.92 1.05
R-Squared 96.5 95.32 --
Beta 1.02 1.02 --
Alpha -0.54 -0.56 --

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 Aug 2021)
28.58
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jul 2021

Domestic Equity 15.036
International Equity 16.726
Listed Property 5.475
Unlisted Property 0.092
Domestic Fixed Interest 19.152
International Fixed Interest 27.565
Cash 11.652
Other 4.301

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 16 Sep 2021

APIR Code BTA0281AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1940s and earlier
Entry Price $ 1.8209
Exit Price $ 1.8151
Exit Price
1 Week Change $
0.0043

Morningstar Ratings

Overall 3
3 Year 3
5 Year  
10 Year  

Prosective Fees & Costs

as at 01 Oct 2020

Total Cost Ratio (Prospective) 1.02%
Investment Management Fee 0.50%
Performance Fee Costs 0.02%
Administration Fees & Costs 0.28%
Buy Spread/Sell Spread 0.16% / 0.16%