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About

Morningstar Fund Report

BT Super for Life 1960s Lifestage Sav

Retail

Fund Report | Report generated 26 Oct 2021 |

Performance

30 Sep 2021

Growth of $10,000

Fund
Fund: BT Super for Life 1960s Lifestage Sav
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Life Stages – 1960s

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Sep-21
Fund 6.22 -1.48 17.11 0.61
+/- Cat -0.36 -0.35 0.09 -0.30
+/- Index -4.35 -0.83 -2.38 -1.58

Trailing Total Returns

as at 30 Sep 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.74 0.01 0.38 8 / 17
3 Month 0.61 -0.30 -1.58 12 / 17
1 Year 15.42 -0.90 -4.42 11 / 17
3 Year 6.64 -0.30 -2.56 9 / 16
5 Year 6.90 -0.13 -2.53 5 / 12

Risk Analysis

as at 30 Sep 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 8.89 8.37 10.74
Sharpe Ratio 0.69 0.76 0.81
R-Squared 97.33 96.73 --
Beta 0.82 0.77 --
Alpha -0.98 -0.38 --

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 Sep 2021)
4,665.16
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Sep 2021

Domestic Equity 25.008
International Equity 31.003
Listed Property 7.943
Unlisted Property 0.125
Domestic Fixed Interest 9.663
International Fixed Interest 13.894
Cash 8.243
Other 4.121

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 21 Oct 2021

APIR Code BTA0290AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1960s
Entry Price $ 1.7919
Exit Price $ 1.7862
Exit Price
1 Week Change $
0.0117

Morningstar Ratings

Overall 2
3 Year 3
5 Year 2
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%