Morningstar Fund Report
BT Super for Life 1950s Lifestage Sav
Fund Report | Report generated 19 Jan 2022 | 
Performance
31 Dec 2021
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 | Dec-21 | |
|---|---|---|---|---|
| Fund | 5.51 | -0.13 | 10.46 | 2.05 |
| +/- Cat | -0.35 | 0.16 | -1.12 | -0.55 |
| +/- Index | -3.54 | -0.84 | -3.62 | -1.06 |
Trailing Total Returns
as at 31 Dec 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 1.19 | -0.11 | -0.17 | 9 / 14 |
| 3 Month | 1.54 | -0.33 | -0.60 | 12 / 14 |
| 1 Year | 6.63 | -1.38 | -2.92 | 12 / 14 |
| 3 Year | 6.57 | -0.68 | -3.07 | 12 / 14 |
| 5 Year | 4.94 | -0.59 | -2.54 | 9 / 11 |
Risk Analysis
as at 31 Dec 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 5.45 | 5.97 | 7.53 |
| Sharpe Ratio | 1.1 | 1.12 | 1.19 |
| R-Squared | 98.8 | 97.78 | -- |
| Beta | 0.72 | 0.78 | -- |
| Alpha | -0.47 | -0.33 | -- |
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 Nov 2021) |
1,350.23 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
Yes |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 30 Nov 2021
| Domestic Equity | 17.932 |
| International Equity | 20.725 |
| Listed Property | 6.277 |
| Unlisted Property | 0.103 |
| Domestic Fixed Interest | 16.034 |
| International Fixed Interest | 23.983 |
| Cash | 10.018 |
| Other | 4.928 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 17 Jan 2022
| APIR Code | BTA0289AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Life Stages – 1950s |
| Entry Price $ | 1.6351 |
| Exit Price $ | 1.6299 |
| Exit Price 1 Week Change $ |
-0.0012 |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 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% |