Learn To Invest
Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

Morningstar Fund Report

BT Super for Life 1950s Lifestage Sav

Retail

Fund Report | Report generated 19 Jan 2022 |

Performance

31 Dec 2021

Growth of $10,000

Fund
Fund: BT Super for Life 1950s Lifestage Sav
Index
Index: Morningstar AUS Balance Tgt Alloc NR AUD
Category
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 2
3 Year 2
5 Year 2
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%