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About

Morningstar Fund Report

BT Super for Life 1950s Lifestage Retir

Retail

Fund Report | Report generated 20 Jun 2021 |

Performance

31 May 2021

Growth of $10,000

Fund
Fund: BT Super for Life 1950s Lifestage Retir
Index
Index: Morningstar Aus Msec Balanced TR AUD
Category
Category: Multisector Life Stages – 1950s

Financial Year Total Returns

Jun-18 Jun-19 Jun-20 May-21
Fund 5.33 6.09 -0.32 10.26
+/- Cat 0.04 0.23 -0.03 0.05
+/- Index -3.10 -3.54 -1.02 -1.45

Trailing Total Returns

as at 31 May 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.90 0.04 -0.09 3 / 17
3 Month 4.02 -0.17 -1.29 15 / 17
1 Year 10.89 0.14 -1.25 12 / 17
3 Year 5.54 0.08 -2.27 8 / 17
5 Year 5.07 -0.08 -2.11 8 / 11

Risk Analysis

as at 31 May 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 6.14 6.03 --
Sharpe Ratio 0.76 0.78 --
R-Squared 97.25 96.58 --
Beta 0.77 0.75 --
Alpha -0.65 -0.51 --

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 2021)
69.56
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2021

Domestic Equity 16.039
International Equity 17.389
Listed Property 6.262
Unlisted Property 0.102
Domestic Fixed Interest 18.569
International Fixed Interest 24.406
Cash 13.085
Other 4.148

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 16 Jun 2021

APIR Code BTA0282AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.7090
Exit Price $ 1.7035
Exit Price
1 Week Change $
0.0044

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 0.3204

Annual

ICR pa (30 Jun 2020) 0.9700
Max Management Fee pa 0.50%
Max Admin Fee pa 0.28%
Performance Fee pa
(30 Jun 2020)
0.01%
Max Brokerage 0.0000