Morningstar Fund Report
BT Super for Life 1950s Lifestage Sav
Fund Report | Report generated 16 May 2021 | 
Performance
30 Apr 2021
Growth of $10,000
Fund: BT Super for Life 1950s Lifestage Sav
Index: Morningstar Aus Msec Balanced TR AUD
Category: Multisector Life Stages – 1950s
Financial Year Total Returns
| Jun-18 | Jun-19 | Jun-20 | Apr-21 | |
|---|---|---|---|---|
| Fund | 4.69 | 5.51 | -0.13 | 8.31 |
| +/- Cat | -0.60 | -0.35 | 0.16 | -0.96 |
| +/- Index | -3.74 | -4.12 | -0.83 | -2.30 |
Trailing Total Returns
as at 30 Apr 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 1.41 | -0.25 | -0.61 | 15 / 17 |
| 3 Month | 2.58 | -0.57 | -1.47 | 17 / 17 |
| 1 Year | 10.55 | -1.13 | -2.92 | 14 / 17 |
| 3 Year | 4.92 | -0.41 | -2.78 | 15 / 17 |
| 5 Year | 4.73 | -0.53 | -2.78 | 8 / 9 |
Risk Analysis
as at 30 Apr 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 5.53 | 6.03 | 7.89 |
| Sharpe Ratio | 0.72 | 0.75 | 0.86 |
| R-Squared | 97.22 | 96.6 | -- |
| Beta | 0.69 | 0.75 | -- |
| Alpha | -0.7 | -0.57 | -- |
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 2021) |
1,270.68 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
Yes |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 Mar 2021
| Domestic Equity | 15.787 |
| International Equity | 17.484 |
| Listed Property | 6.136 |
| Unlisted Property | 0.104 |
| Domestic Fixed Interest | 20.162 |
| International Fixed Interest | 23.678 |
| Cash | 11.935 |
| Other | 4.714 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 13 May 2021
| APIR Code | BTA0289AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Life Stages – 1950s |
| Entry Price $ | 1.5745 |
| Exit Price $ | 1.5695 |
| Exit Price 1 Week Change $ |
-0.0108 |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
Fees & Expenses
One-Time
| Entry Fee/Contribution Fee | 0.00% |
| Exit Fee/Withdrawal Fee | 0.00% |
| Buy/Sell Spread | 0.3205 |
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 |