Morningstar Fund Report
BT Super for Life 1970s Lifestage Sav
Fund Report | Report generated 29 Jun 2022 | 
Performance
31 May 2022
Growth of $10,000
Fund: BT Super for Life 1970s Lifestage Sav
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category: Multisector Life Stages – 1970s
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | May-22 | |
|---|---|---|---|---|
| Fund | 6.95 | -2.87 | 25.69 | -3.27 |
| +/- Cat | -0.04 | -0.66 | 2.87 | -2.20 |
| +/- Index | -3.21 | -0.69 | -1.26 | -1.56 |
Trailing Total Returns
as at 31 May 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -1.66 | -0.45 | 0.05 | 13 / 13 |
| 3 Month | -2.16 | -1.07 | -0.51 | 13 / 13 |
| 1 Year | -1.19 | -2.22 | -2.21 | 13 / 13 |
| 3 Year | 6.91 | -0.03 | -1.38 | 9 / 13 |
| 5 Year | 6.89 | 0.10 | -1.57 | 4 / 12 |
Risk Analysis
as at 31 May 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 11.91 | 10.25 | 13.22 |
| Sharpe Ratio | 0.59 | 0.67 | 0.64 |
| R-Squared | 99.17 | 98.08 | -- |
| Beta | 0.9 | 0.77 | -- |
| Alpha | -0.58 | 0.18 | -- |
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) |
7,785.09 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
Yes |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 May 2022
| Domestic Equity | 34.351 |
| International Equity | 45.523 |
| Listed Property | 9.049 |
| Unlisted Property | 0.874 |
| Domestic Fixed Interest | 0.511 |
| International Fixed Interest | 2.675 |
| Cash | 2.906 |
| Other | 4.112 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 27 Jun 2022
| APIR Code | BTA0291AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Life Stages – 1970s |
| Entry Price $ | 1.8549 |
| Exit Price $ | 1.8490 |
| Exit Price 1 Week Change $ |
0.0648 |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
Prosective Fees & Costs
as at 01 Aug 2021
| Total Cost Ratio (Prospective) | 0.96% |
| Investment Management Fee | 0.50% |
| Performance Fee Costs | 0.00% |
| Administration Fees & Costs | 0.28% |
| Buy Spread/Sell Spread | 0.16% / 0.16% |