Morningstar Fund Report
BT Super for Life 1980s Lifestage Sav
Fund Report | Report generated 25 May 2022 | 
Performance
30 Apr 2022
Growth of $10,000
Fund: BT Super for Life 1980s Lifestage Sav
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category: Multisector Life Stages – 1980s
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
|---|---|---|---|---|
| Fund | 6.99 | -2.78 | 25.80 | -1.67 |
| +/- Cat | -0.17 | -0.27 | 1.90 | -2.04 |
| +/- Index | -3.16 | -0.61 | -1.15 | -1.68 |
Trailing Total Returns
as at 30 Apr 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -2.10 | -0.24 | 0.22 | 11 / 13 |
| 3 Month | -1.78 | -0.76 | -0.48 | 13 / 13 |
| 1 Year | 1.88 | -2.17 | -2.55 | 13 / 13 |
| 3 Year | 6.96 | -0.25 | -1.49 | 10 / 13 |
| 5 Year | 7.34 | -0.04 | -1.45 | 7 / 10 |
Risk Analysis
as at 30 Apr 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 11.92 | 10.76 | 13.2 |
| Sharpe Ratio | 0.6 | 0.67 | 0.66 |
| R-Squared | 99.12 | 98.13 | -- |
| Beta | 0.9 | 0.81 | -- |
| Alpha | -0.69 | 0.11 | -- |
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 Apr 2022) |
6,953.05 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
Yes |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 30 Apr 2022
| Domestic Equity | 34.599 |
| International Equity | 45.122 |
| Listed Property | 9.561 |
| Unlisted Property | 0.859 |
| Domestic Fixed Interest | 0.523 |
| International Fixed Interest | 2.616 |
| Cash | 2.726 |
| Other | 3.994 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 23 May 2022
| APIR Code | BTA0292AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Life Stages – 1980s |
| Entry Price $ | 1.9330 |
| Exit Price $ | 1.9268 |
| Exit Price 1 Week Change $ |
-0.0004 |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
Prosective Fees & Costs
as at 01 Aug 2021
| Total Cost Ratio (Prospective) | 0.96% |
| Investment Management Fee | 0.50% |
| Performance Fee Costs | 0.00% |
| Administration Fees & Costs | 0.28% |
| Buy Spread/Sell Spread | 0.16% / 0.16% |