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About

Morningstar Fund Report

BT Super for Life 1970s Lifestage Sav

Retail

Fund Report | Report generated 28 Feb 2021 |

Performance

31 Jan 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 Jan-21
Fund 11.00 6.95 -2.87 12.37
+/- Cat 1.44 -0.04 -0.66 1.33
+/- Index -1.73 -4.25 -2.01 2.16

Trailing Total Returns

as at 31 Jan 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.07 -0.34 0.32 15 / 16
3 Month 8.97 0.41 1.08 3 / 16
1 Year 1.09 -0.18 1.75 13 / 16
3 Year 6.28 0.42 -1.91 8 / 16
5 Year 7.90 0.07 -1.96 5 / 8

Risk Analysis

as at 31 Jan 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 12.22 10.45 12.59
Sharpe Ratio 0.47 0.49 0.6
R-Squared 97.21 96.2 --
Beta 0.96 0.81 --
Alpha -1.52 -1.06 --

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 Dec 2020)
6,374.82
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2020

Domestic Equity 34.028
International Equity 41.887
Listed Property 9.488
Unlisted Property 0.171
Domestic Fixed Interest 0.020
International Fixed Interest 0.020
Cash 9.770
Other 4.618

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 24 Feb 2021

APIR Code BTA0291AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1970s
Entry Price $ 1.8404
Exit Price $ 1.8345
Exit Price
1 Week Change $
-0.0205

Morningstar Ratings

Overall 2
3 Year 3
5 Year 1
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.3199

Annual

ICR pa (30 Jun 2014) 0.9800
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2014)
0.02%
Max Brokerage 0.0000