Morningstar Fund Report
BT Super for Life 1950s Lifestage Sav
Performance
31 May 2022
Growth of $10,000

Fund: BT Super for Life 1950s Lifestage Sav

Index: Morningstar AUS Balance Tgt Alloc NR AUD

Category: Multisector Life Stages – 1950s
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | May-22 | |
---|---|---|---|---|
Fund | 5.51 | -0.13 | 10.46 | -3.88 |
+/- Cat | -0.35 | 0.16 | -1.12 | -0.97 |
+/- Index | -3.54 | -0.84 | -3.62 | 0.32 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.04 | -0.10 | 0.28 | 13 / 14 |
3 Month | -2.60 | -0.49 | 0.49 | 13 / 14 |
1 Year | -2.77 | -1.06 | -0.28 | 13 / 14 |
3 Year | 2.54 | -0.67 | -1.59 | 12 / 14 |
5 Year | 3.13 | -0.58 | -2.01 | 11 / 13 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 5.75 | 6.25 | 7.87 |
Sharpe Ratio | 0.4 | 0.49 | 0.51 |
R-Squared | 98.99 | 97.89 | -- |
Beta | 0.73 | 0.79 | -- |
Alpha | -0.59 | -0.07 | -- |
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) |
1,228.55 |
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 | 17.933 |
International Equity | 20.259 |
Listed Property | 4.783 |
Unlisted Property | 0.630 |
Domestic Fixed Interest | 19.006 |
International Fixed Interest | 21.971 |
Cash | 9.755 |
Other | 5.664 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 23 Jun 2022
APIR Code | BTA0289AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Life Stages – 1950s |
Entry Price $ | 1.4945 |
Exit Price $ | 1.4897 |
Exit Price 1 Week Change $ |
0.0104 |
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% |