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About

Morningstar Fund Report

BT Super for Life 1950s Lifestage Sav

Retail

Fund Report | Report generated 16 May 2021 |

Performance

30 Apr 2021

Growth of $10,000

Fund
Fund: BT Super for Life 1950s Lifestage Sav
Index
Index: Morningstar Aus Msec Balanced TR AUD
Category
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 2
3 Year 2
5 Year 2
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