Morningstar Fund Report
BT Super for Life 1980s Lifestage Sav
Fund Report | Report generated 28 Oct 2021 | 
Performance
30 Sep 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 | Sep-21 | |
|---|---|---|---|---|
| Fund | 6.99 | -2.78 | 25.80 | 0.42 |
| +/- Cat | -0.17 | -0.27 | 1.90 | -0.70 |
| +/- Index | -4.21 | -1.93 | 1.11 | -2.25 |
Trailing Total Returns
as at 30 Sep 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -2.19 | -0.13 | 0.21 | 9 / 16 |
| 3 Month | 0.42 | -0.70 | -2.25 | 16 / 16 |
| 1 Year | 22.95 | -0.09 | -2.51 | 3 / 16 |
| 3 Year | 8.61 | 0.08 | -2.13 | 8 / 16 |
| 5 Year | 9.40 | 0.28 | -2.13 | 1 / 8 |
Risk Analysis
as at 30 Sep 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 12.4 | 11.17 | 12.82 |
| Sharpe Ratio | 0.67 | 0.73 | 0.81 |
| R-Squared | 96.58 | 96.3 | -- |
| Beta | 0.95 | 0.86 | -- |
| Alpha | -1.5 | -0.72 | -- |
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 Sep 2021) |
6,351.76 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
Yes |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 30 Sep 2021
| Domestic Equity | 34.091 |
| International Equity | 44.884 |
| Listed Property | 10.224 |
| Unlisted Property | 0.153 |
| Domestic Fixed Interest | 0.452 |
| International Fixed Interest | 2.646 |
| Cash | 4.208 |
| Other | 3.342 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 26 Oct 2021
| APIR Code | BTA0292AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Life Stages – 1980s |
| Entry Price $ | 2.0752 |
| Exit Price $ | 2.0686 |
| Exit Price 1 Week Change $ |
0.0132 |
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% |