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About

Morningstar Fund Report

BT Super for Life 1980s Lifestage Sav

Retail

Fund Report | Report generated 28 Jul 2021 |

Performance

30 Jun 2021

Growth of $10,000

Fund
Fund: BT Super for Life 1980s Lifestage Sav
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1980s

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Jun-21
Fund 6.99 -2.78 25.80 25.80
+/- Cat -0.17 -0.27 1.90 1.90
+/- Index -4.21 -1.93 1.11 1.11

Trailing Total Returns

as at 30 Jun 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.14 -0.03 -1.12 8 / 16
3 Month 6.81 0.31 -1.26 7 / 16
1 Year 25.80 1.90 1.11 3 / 16
3 Year 9.38 0.39 -1.81 2 / 16
5 Year 9.87 0.31 -1.72 1 / 8

Risk Analysis

as at 30 Jun 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 12.3 11.04 12.66
Sharpe Ratio 0.72 0.76 0.84
R-Squared 97.04 96.27 --
Beta 0.96 0.86 --
Alpha -1.25 -0.68 --

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 30 Jun 2021)
6,385.20
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2021

Domestic Equity 33.026
International Equity 45.867
Listed Property 10.095
Unlisted Property 0.150
Domestic Fixed Interest 0.017
International Fixed Interest 4.162
Cash 5.784
Other 0.898

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 23 Jul 2021

APIR Code BTA0292AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1980s
Entry Price $ 2.0429
Exit Price $ 2.0364
Exit Price
1 Week Change $
0.0167

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.3206

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