Morningstar Fund Report
BT Super for Life 1980s Lifestage Sav
Fund Report | Report generated 28 Jul 2021 | 
Performance
30 Jun 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-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 Year |
|
| 5 Year |
|
| 10 Year |
Fees & Expenses
One-Time
| Entry Fee/Contribution Fee | 0.00% |
| Exit Fee/Withdrawal Fee | 0.00% |
| Buy/Sell Spread | 0.3206 |
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 |