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About

Morningstar Fund Report

BT Super for Life 1960s Lifestage Sav

Retail

Fund Report | Report generated 31 Jul 2021 |

Performance

30 Jun 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 Jun-21
Fund 6.22 -1.48 17.11 17.11
+/- Cat -0.36 -0.35 0.09 0.09
+/- Index -4.35 -0.83 -2.38 -2.38

Trailing Total Returns

as at 30 Jun 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.59 -0.11 -1.14 12 / 17
3 Month 4.86 -0.17 -1.90 13 / 17
1 Year 17.11 0.09 -2.38 7 / 17
3 Year 7.01 -0.22 -2.48 9 / 16
5 Year 7.19 -0.09 -2.27 5 / 12

Risk Analysis

as at 30 Jun 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 8.8 8.24 10.59
Sharpe Ratio 0.72 0.78 0.83
R-Squared 97.42 96.63 --
Beta 0.82 0.77 --
Alpha -0.91 -0.33 --

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 Jun 2021)
4,720.29
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2021

Domestic Equity 24.287
International Equity 31.744
Listed Property 7.883
Unlisted Property 0.123
Domestic Fixed Interest 10.154
International Fixed Interest 16.390
Cash 8.634
Other 0.786

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 28 Jul 2021

APIR Code BTA0290AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1960s
Entry Price $ 1.7804
Exit Price $ 1.7747
Exit Price
1 Week Change $
0.0061

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 0.3201

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