Learn To Invest
Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

Morningstar Fund Report

BT Super for Life 1980s Lifestage Sav

Retail

Fund Report | Report generated 28 Oct 2021 |

Performance

30 Sep 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 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
3 Year 2
5 Year 4
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%