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 21 Apr 2021 |

Performance

31 Mar 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-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 2021
Total 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 2021
3-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
3 Year 3
5 Year 3
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