Morningstar Fund Report
BT Super for Life 1970s Lifestage Sav
Fund Report | Report generated 28 Feb 2021 | 
Performance
31 Jan 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 | 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 |
|
| 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 | 0.3199 |
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 |