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 1990s Lifestage Sav

Retail

Fund Report | Report generated 22 Sep 2021 |

Performance

31 Aug 2021

Growth of $10,000

Fund
Fund: BT Super for Life 1990s Lifestage Sav
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1990s and later

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Aug-21
Fund 7.04 -2.59 25.74 2.81
+/- Cat -0.11 0.01 1.96 -0.56
+/- Index -4.16 -1.73 1.05 -2.37

Trailing Total Returns

as at 31 Aug 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.05 0.13 -0.57 4 / 23
3 Month 5.01 -0.51 -3.60 20 / 23
1 Year 23.89 0.13 -2.71 4 / 23
3 Year 9.27 0.15 -2.24 13 / 23
5 Year 9.92 0.43 -2.02 2 / 12

Risk Analysis

as at 31 Aug 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 12.39 11.25 12.69
Sharpe Ratio 0.72 0.78 0.86
R-Squared 96.6 96.33 --
Beta 0.96 0.87 --
Alpha -1.64 -0.88 --

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 Aug 2021)
2,006.38
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Aug 2021

Domestic Equity 34.161
International Equity 45.514
Listed Property 10.371
Unlisted Property 0.148
Domestic Fixed Interest 0.412
International Fixed Interest 4.075
Cash 4.220
Other 1.100

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 20 Sep 2021

APIR Code BTA0293AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1990s and later
Entry Price $ 2.0756
Exit Price $ 2.0690
Exit Price
1 Week Change $
-0.0308

Morningstar Ratings

Overall 4
3 Year 3
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%