Morningstar Fund Report
BT Super for Life 1960s Lifestage Sav
Performance
31 Mar 2021
Growth of $10,000

Fund: BT Super for Life 1960s Lifestage Sav

Index: Morningstar Aus Msec Growth TR AUD

Category: Multisector Life Stages – 1960s
Financial Year Total Returns
Jun-18 | Jun-19 | Jun-20 | Mar-21 | |
---|---|---|---|---|
Fund | 7.70 | 6.22 | -1.48 | 11.68 |
+/- Cat | 0.32 | -0.36 | -0.35 | 0.26 |
+/- Index | -2.77 | -4.35 | -0.83 | -0.24 |
Trailing Total Returns
as at 31 Mar 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 2.02 | -0.17 | -0.89 | 11 / 17 |
3 Month | 2.69 | -0.18 | -0.15 | 10 / 17 |
1 Year | 19.61 | 1.16 | -1.72 | 7 / 17 |
3 Year | 6.53 | -0.07 | -2.42 | 9 / 16 |
5 Year | 6.64 | -0.10 | -2.21 | 3 / 8 |
Risk Analysis
as at 31 Mar 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 8.76 | 8.19 | 10.53 |
Sharpe Ratio | 0.65 | 0.7 | 0.77 |
R-Squared | 97.43 | 96.59 | -- |
Beta | 0.82 | 0.76 | -- |
Alpha | -0.99 | -0.55 | -- |
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 Mar 2021) |
4,483.41 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
Yes |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 28 Feb 2021
Domestic Equity | 24.104 |
International Equity | 29.574 |
Listed Property | 7.691 |
Unlisted Property | 0.133 |
Domestic Fixed Interest | 11.439 |
International Fixed Interest | 13.409 |
Cash | 9.053 |
Other | 4.597 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 14 Apr 2021
APIR Code | BTA0290AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Life Stages – 1960s |
Entry Price $ | 1.7107 |
Exit Price $ | 1.7052 |
Exit Price 1 Week Change $ |
0.0069 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
Fees & Expenses
One-Time
Entry Fee/Contribution Fee | 0.00% |
Exit Fee/Withdrawal Fee | 0.00% |
Buy/Sell Spread | 0.3201 |
Annual
ICR pa (30 Jun 2020) | 0.9600 |
Max Management Fee pa![]() |
0.50% |
Max Admin Fee pa![]() |
0.28% |
Performance Fee pa (30 Jun 2020) |
0.01% |
Max Brokerage | 0.0000 |