Morningstar Fund Report
BT Super for Life 1980s Lifestage Sav
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 2021Total 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 20213-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 |