Morningstar Fund Report
BT Super for Life 1940s Lifestage Retir
Performance
31 May 2022
Growth of $10,000

Fund: BT Super for Life 1940s Lifestage Retir

Index: Morningstar AUS Mod Tgt Alloc NR AUD

Category: Multisector Life Stages – 1940s and earlier
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | May-22 | |
---|---|---|---|---|
Fund | 6.02 | 0.22 | 9.63 | -4.37 |
+/- Cat | 0.04 | 0.30 | 0.08 | -1.33 |
+/- Index | -2.21 | -1.30 | 1.56 | 0.71 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.02 | -0.18 | 0.07 | 7 / 7 |
3 Month | -2.91 | -0.69 | 0.68 | 7 / 7 |
1 Year | -3.31 | -1.32 | 0.57 | 7 / 7 |
3 Year | 2.19 | -0.34 | 0.23 | 5 / 7 |
5 Year | 2.96 | -0.27 | -0.45 | 5 / 7 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 5.41 | 5.49 | 5.53 |
Sharpe Ratio | 0.36 | 0.44 | 0.32 |
R-Squared | 96.67 | 94.2 | -- |
Beta | 0.96 | 0.97 | -- |
Alpha | 0.28 | 0.76 | -- |
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 2022) |
25.35 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
Yes |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 May 2022
Domestic Equity | 15.231 |
International Equity | 16.111 |
Listed Property | 4.081 |
Unlisted Property | 0.589 |
Domestic Fixed Interest | 21.999 |
International Fixed Interest | 25.090 |
Cash | 10.990 |
Other | 5.910 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 23 Jun 2022
APIR Code | BTA0281AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Life Stages – 1940s and earlier |
Entry Price $ | 1.6465 |
Exit Price $ | 1.6412 |
Exit Price 1 Week Change $ |
0.0109 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
Prosective Fees & Costs
as at 01 Aug 2021
Total Cost Ratio (Prospective) | 0.93% |
Investment Management Fee | 0.50% |
Performance Fee Costs | 0.01% |
Administration Fees & Costs | 0.28% |
Buy Spread/Sell Spread | 0.16% / 0.16% |