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About

Morningstar Fund Report

BT Super for Life 1970s Lifestage Sav

Retail

Fund Report | Report generated 20 Jun 2021 |

Performance

31 May 2021

Growth of $10,000

Fund
Fund: BT Super for Life 1970s Lifestage Sav
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1970s

Financial Year Total Returns

Jun-18 Jun-19 Jun-20 May-21
Fund 11.00 6.95 -2.87 23.06
+/- Cat 1.44 -0.04 -0.66 2.79
+/- Index -1.73 -4.25 -2.01 2.30

Trailing Total Returns

as at 31 May 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.43 0.02 -0.07 4 / 16
3 Month 7.55 0.57 -0.79 3 / 16
1 Year 24.15 2.97 2.91 2 / 16
3 Year 9.08 0.64 -1.80 5 / 16
5 Year 8.90 0.48 -1.46 1 / 12

Risk Analysis

as at 31 May 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 12.27 10.49 --
Sharpe Ratio 0.7 0.74 --
R-Squared 97.07 96.29 --
Beta 0.96 0.82 --
Alpha -1.27 -0.64 --

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 May 2021)
6,984.82
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2021

Domestic Equity 33.874
International Equity 45.088
Listed Property 10.087
Unlisted Property 0.157
Domestic Fixed Interest 0.016
International Fixed Interest 2.673
Cash 5.582
Other 2.524

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 16 Jun 2021

APIR Code BTA0291AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1970s
Entry Price $ 1.9892
Exit Price $ 1.9829
Exit Price
1 Week Change $
0.0107

Morningstar Ratings

Overall 4
3 Year 3
5 Year 4
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.3200

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