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About

Morningstar Fund Report

BT Super for Life 1940s Lifestage Sav

Retail

Fund Report | Report generated 07 Mar 2021 |

Performance

31 Jan 2021

Growth of $10,000

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

Financial Year Total Returns

Jun-18 Jun-19 Jun-20 Jan-21
Fund 3.78 5.29 0.10 4.69
+/- Cat -0.95 -0.70 0.19 -0.28
+/- Index -1.97 -2.86 -1.48 0.90

Trailing Total Returns

as at 31 Jan 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.14 -0.02 0.22 7 / 8
3 Month 3.11 -0.46 0.61 7 / 8
1 Year 1.02 0.37 0.27 6 / 8
3 Year 3.80 -0.36 -1.48 7 / 8
5 Year 3.89 -0.50 -1.48 4 / 4

Risk Analysis

as at 31 Jan 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 4.58 5.04 --
Sharpe Ratio 0.59 0.63 --
R-Squared 96.03 95.53 --
Beta 0.93 1.03 --
Alpha -1.16 -1.05 --

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 2020)
103.91
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2020

Domestic Equity 13.006
International Equity 11.166
Listed Property 5.267
Unlisted Property 0.097
Domestic Fixed Interest 24.777
International Fixed Interest 24.448
Cash 15.750
Other 5.489

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 03 Mar 2021

APIR Code BTA0288AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1940s and earlier
Entry Price $ 1.5039
Exit Price $ 1.4991
Exit Price
1 Week Change $
-0.0022

Morningstar Ratings

Overall 2
3 Year 2
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.3184

Annual

ICR pa (30 Jun 2014) 0.9900
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2014)
0.03%
Max Brokerage 0.0000