Morningstar Fund Report
BT Super for Life 1960s Lifestage Sav
Fund Report | Report generated 22 May 2022 | 
Performance
30 Apr 2022
Growth of $10,000
Fund: BT Super for Life 1960s Lifestage Sav
Index: Morningstar AUS Growth Tgt Alloc NR AUD
Category: Multisector Life Stages – 1960s
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
|---|---|---|---|---|
| Fund | 6.22 | -1.48 | 17.11 | -2.24 |
| +/- Cat | -0.36 | -0.35 | 0.09 | -1.21 |
| +/- Index | -3.61 | -0.43 | -3.28 | -1.15 |
Trailing Total Returns
as at 30 Apr 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -1.79 | -0.07 | 0.26 | 11 / 14 |
| 3 Month | -2.23 | -0.45 | -0.57 | 13 / 14 |
| 1 Year | 0.40 | -1.37 | -2.07 | 13 / 14 |
| 3 Year | 4.66 | -0.54 | -1.91 | 13 / 14 |
| 5 Year | 5.19 | -0.37 | -1.93 | 7 / 10 |
Risk Analysis
as at 30 Apr 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 8.65 | 8.31 | 10.62 |
| Sharpe Ratio | 0.53 | 0.61 | 0.62 |
| R-Squared | 99.13 | 98.01 | -- |
| Beta | 0.81 | 0.78 | -- |
| Alpha | -0.77 | -0.12 | -- |
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 2022) |
4,861.18 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
Yes |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 30 Apr 2022
| Domestic Equity | 24.675 |
| International Equity | 30.137 |
| Listed Property | 6.943 |
| Unlisted Property | 0.714 |
| Domestic Fixed Interest | 11.466 |
| International Fixed Interest | 13.836 |
| Cash | 7.344 |
| Other | 4.884 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 18 May 2022
| APIR Code | BTA0290AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Life Stages – 1960s |
| Entry Price $ | 1.6822 |
| Exit Price $ | 1.6768 |
| Exit Price 1 Week Change $ |
0.0101 |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
Prosective Fees & Costs
as at 01 Aug 2021
| Total Cost Ratio (Prospective) | 0.95% |
| Investment Management Fee | 0.50% |
| Performance Fee Costs | 0.00% |
| Administration Fees & Costs | 0.28% |
| Buy Spread/Sell Spread | 0.16% / 0.16% |