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About

Morningstar Fund Report

BT Super for Life 1970s Lifestage Sav

Retail

Fund Report | Report generated 25 Jan 2022 |

Performance

31 Dec 2021

Growth of $10,000

Fund
Fund: BT Super for Life 1970s Lifestage Sav
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
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 4
3 Year 4
5 Year 4
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%