Morningstar Fund Report
BT Super for Life 1980s Lifestage Sav
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 2022Total 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 20223-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 |
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3 Year |
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5 Year |
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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% |