Morningstar Fund Report
BT Super for Life 1970s Lifestage Sav
Fund Report | Report generated 20 Jun 2021 | 
Performance
31 May 2021
Growth of $10,000
Fund: BT Super for Life 1970s Lifestage Sav
Index: Morningstar Aus Msec Aggressive TR AUD
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 |
|
| 3 Year |
|
| 5 Year |
|
| 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 |