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About

Morningstar Fund Report

BT Super for Life 1960s Lifestage Sav

Retail

Fund Report | Report generated 20 Apr 2021 |

Performance

31 Mar 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-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 2021
Total 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 2021
3-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 3
3 Year 3
5 Year 3
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