Morningstar Fund Report
BT Super for Life 1950s Lifestage Sav
Fund Report | Report generated 26 Jun 2022 | 
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 2022| Total 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 2022| 3-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 |
|
| 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% |