Morningstar Fund Report
BT Super for Life 1970s Lifestage Sav
Fund Report | Report generated 25 Jan 2022 | 
Performance
31 Dec 2021
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 | Dec-21 | |
|---|---|---|---|---|
| Fund | 6.95 | -2.87 | 25.69 | 4.25 |
| +/- Cat | -0.04 | -0.66 | 2.87 | -0.40 |
| +/- Index | -3.21 | -0.69 | -1.26 | -1.64 |
Trailing Total Returns
as at 31 Dec 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 2.31 | 0.16 | -0.09 | 7 / 13 |
| 3 Month | 3.79 | 0.24 | -0.46 | 7 / 13 |
| 1 Year | 16.70 | 0.46 | -2.71 | 5 / 13 |
| 3 Year | 13.13 | 1.01 | -2.14 | 1 / 13 |
| 5 Year | 9.48 | 0.52 | -1.70 | 1 / 10 |
Risk Analysis
as at 31 Dec 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 11.7 | 10 | 12.93 |
| Sharpe Ratio | 1.07 | 1.13 | 1.13 |
| R-Squared | 99.08 | 97.94 | -- |
| Beta | 0.9 | 0.77 | -- |
| Alpha | -0.61 | 0.01 | -- |
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 Nov 2021) |
8,136.10 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
Yes |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 Dec 2021
| Domestic Equity | 33.374 |
| International Equity | 45.512 |
| Listed Property | 10.248 |
| Unlisted Property | 0.141 |
| Domestic Fixed Interest | 0.461 |
| International Fixed Interest | 2.644 |
| Cash | 4.124 |
| Other | 3.497 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 21 Jan 2022
| APIR Code | BTA0291AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Life Stages – 1970s |
| Entry Price $ | 2.0036 |
| Exit Price $ | 1.9972 |
| Exit Price 1 Week Change $ |
-0.0549 |
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% |