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About

Morningstar Fund Report

BT Super for Life 1990s Lifestage Sav

Retail

Fund Report | Report generated 06 Mar 2021 |

Performance

31 Jan 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-18 Jun-19 Jun-20 Jan-21
Fund 11.29 7.04 -2.59 12.42
+/- Cat 1.34 -0.11 0.01 0.92
+/- Index -1.45 -4.16 -1.73 2.22

Trailing Total Returns

as at 31 Jan 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.07 -0.29 0.31 21 / 23
3 Month 8.99 0.07 1.10 4 / 23
1 Year 1.37 0.41 2.03 12 / 23
3 Year 6.46 0.50 -1.74 13 / 23
5 Year 8.13 0.05 -1.72 5 / 9

Risk Analysis

as at 31 Jan 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 12.34 11.16 12.59
Sharpe Ratio 0.48 0.48 0.6
R-Squared 97.21 96.3 --
Beta 0.97 0.87 --
Alpha -1.41 -1.25 --

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 Dec 2020)
1,625.33
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2020

Domestic Equity 33.974
International Equity 41.820
Listed Property 9.473
Unlisted Property 0.170
Domestic Fixed Interest 0.020
International Fixed Interest 0.019
Cash 9.913
Other 4.610

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 03 Mar 2021

APIR Code BTA0293AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1990s and later
Entry Price $ 1.8955
Exit Price $ 1.8895
Exit Price
1 Week Change $
-0.0030

Morningstar Ratings

Overall 2
3 Year 3
5 Year 1
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.3199

Annual

ICR pa (30 Jun 2014) 0.9800
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2014)
0.02%
Max Brokerage 0.0000