Morningstar Fund Report
BT Super for Life 1980s Lifestage Sav
Fund Report | Report generated 21 Apr 2021 | 
Performance
31 Mar 2021
Growth of $10,000
Fund: BT Super for Life 1980s Lifestage Sav
Index: Morningstar Aus Msec Aggressive TR AUD
Category: Multisector Life Stages – 1980s
Financial Year Total Returns
| Jun-18 | Jun-19 | Jun-20 | Mar-21 | |
|---|---|---|---|---|
| Fund | 11.06 | 6.99 | -2.78 | 17.78 |
| +/- Cat | 1.20 | -0.17 | -0.27 | 1.43 |
| +/- Index | -1.68 | -4.21 | -1.93 | 2.40 |
Trailing Total Returns
as at 31 Mar 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 2.88 | 0.05 | -0.64 | 3 / 16 |
| 3 Month | 4.86 | 0.10 | 0.42 | 3 / 16 |
| 1 Year | 29.41 | 3.69 | 2.80 | 2 / 16 |
| 3 Year | 8.77 | 0.58 | -1.78 | 2 / 16 |
| 5 Year | 8.93 | 0.19 | -1.83 | 2 / 8 |
Risk Analysis
as at 31 Mar 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 12.25 | 10.97 | 12.6 |
| Sharpe Ratio | 0.67 | 0.68 | 0.78 |
| R-Squared | 97.08 | 96.23 | -- |
| Beta | 0.96 | 0.86 | -- |
| Alpha | -1.27 | -0.95 | -- |
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 Mar 2021) |
5,888.03 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
Yes |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 28 Feb 2021
| Domestic Equity | 34.098 |
| International Equity | 44.739 |
| Listed Property | 9.794 |
| Unlisted Property | 0.166 |
| Domestic Fixed Interest | 0.014 |
| International Fixed Interest | 2.013 |
| Cash | 4.983 |
| Other | 4.193 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 16 Apr 2021
| APIR Code | BTA0292AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Life Stages – 1980s |
| Entry Price $ | 1.9611 |
| Exit Price $ | 1.9548 |
| Exit Price 1 Week Change $ |
0.0119 |
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 | 0.3198 |
Annual
| ICR pa (30 Jun 2020) | 0.9600 |
| Max Management Fee pa |
0.50% |
| Max Admin Fee pa |
0.28% |
| Performance Fee pa (30 Jun 2020) |
0.01% |
| Max Brokerage | 0.0000 |