Morningstar Fund Report
BT Super for Life 1950s Lifestage Sav
Fund Report | Report generated 18 Oct 2021 | 
Performance
30 Sep 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-19 | Jun-20 | Jun-21 | Sep-21 | |
|---|---|---|---|---|
| Fund | 5.51 | -0.13 | 10.46 | 0.50 |
| +/- Cat | -0.35 | 0.16 | -1.12 | -0.21 |
| +/- Index | -4.12 | -0.83 | -3.63 | -1.15 |
Trailing Total Returns
as at 30 Sep 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -1.38 | 0.08 | 0.43 | 9 / 17 |
| 3 Month | 0.50 | -0.21 | -1.15 | 12 / 17 |
| 1 Year | 9.48 | -1.58 | -4.75 | 15 / 17 |
| 3 Year | 5.08 | -0.36 | -2.65 | 15 / 17 |
| 5 Year | 4.70 | -0.55 | -3.02 | 9 / 11 |
Risk Analysis
as at 30 Sep 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 5.64 | 6.16 | 8.06 |
| Sharpe Ratio | 0.78 | 0.79 | 0.88 |
| R-Squared | 97.6 | 96.83 | -- |
| Beta | 0.69 | 0.75 | -- |
| Alpha | -0.49 | -0.44 | -- |
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 31 Aug 2021) |
1,285.44 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
Yes |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 Aug 2021
| Domestic Equity | 17.560 |
| International Equity | 19.691 |
| Listed Property | 6.152 |
| Unlisted Property | 0.099 |
| Domestic Fixed Interest | 16.706 |
| International Fixed Interest | 26.931 |
| Cash | 12.044 |
| Other | 0.818 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 14 Oct 2021
| APIR Code | BTA0289AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Life Stages – 1950s |
| Entry Price $ | 1.6252 |
| Exit Price $ | 1.6200 |
| Exit Price 1 Week Change $ |
0.0038 |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
Prosective Fees & Costs
as at 01 Oct 2020
| Total Cost Ratio (Prospective) | 1.01% |
| Investment Management Fee | 0.50% |
| Performance Fee Costs | 0.01% |
| Administration Fees & Costs | 0.28% |
| Buy Spread/Sell Spread | 0.16% / 0.16% |