Morningstar Fund Report
BT Super for Life 1970s Lifestage Sav
Fund Report | Report generated 27 Sep 2021 | 
Performance
31 Aug 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-19 | Jun-20 | Jun-21 | Aug-21 | |
|---|---|---|---|---|
| Fund | 6.95 | -2.87 | 25.69 | 2.69 |
| +/- Cat | -0.04 | -0.66 | 2.87 | -0.47 |
| +/- Index | -4.25 | -2.01 | 1.00 | -2.49 |
Trailing Total Returns
as at 31 Aug 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 2.05 | 0.21 | -0.56 | 3 / 16 |
| 3 Month | 4.89 | -0.46 | -3.72 | 14 / 16 |
| 1 Year | 23.77 | 0.98 | -2.83 | 3 / 16 |
| 3 Year | 9.10 | 0.15 | -2.41 | 8 / 16 |
| 5 Year | 9.72 | 0.57 | -2.22 | 1 / 12 |
Risk Analysis
as at 31 Aug 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 12.29 | 10.55 | 12.69 |
| Sharpe Ratio | 0.71 | 0.8 | 0.86 |
| R-Squared | 96.52 | 96.26 | -- |
| Beta | 0.95 | 0.82 | -- |
| Alpha | -1.72 | -0.58 | -- |
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 Aug 2021) |
7,305.05 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
Yes |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 Aug 2021
| Domestic Equity | 34.171 |
| International Equity | 45.527 |
| Listed Property | 10.374 |
| Unlisted Property | 0.148 |
| Domestic Fixed Interest | 0.414 |
| International Fixed Interest | 4.078 |
| Cash | 4.189 |
| Other | 1.100 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 23 Sep 2021
| APIR Code | BTA0291AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Life Stages – 1970s |
| Entry Price $ | 2.0366 |
| Exit Price $ | 2.0301 |
| Exit Price 1 Week Change $ |
-0.0120 |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
Prosective Fees & Costs
as at 01 Oct 2020
| Total Cost Ratio (Prospective) | 1.00% |
| Investment Management Fee | 0.50% |
| Performance Fee Costs | 0.00% |
| Administration Fees & Costs | 0.28% |
| Buy Spread/Sell Spread | 0.16% / 0.16% |