Morningstar Fund Report
BT Super for Life 1990s Lifestage Sav
Performance
31 May 2022
Growth of $10,000

Fund: BT Super for Life 1990s Lifestage Sav

Index: Morningstar AUS Agg Tgt Alloc NR AUD

Category: Multisector Life Stages – 1990s and later
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | May-22 | |
---|---|---|---|---|
Fund | 7.04 | -2.59 | 25.74 | -3.17 |
+/- Cat | -0.11 | 0.01 | 1.96 | -2.17 |
+/- Index | -3.12 | -0.41 | -1.21 | -1.46 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.66 | -0.37 | 0.05 | 18 / 19 |
3 Month | -2.17 | -1.14 | -0.52 | 18 / 19 |
1 Year | -1.10 | -2.16 | -2.11 | 19 / 19 |
3 Year | 7.05 | -0.10 | -1.24 | 14 / 19 |
5 Year | 7.05 | 0.08 | -1.41 | 12 / 18 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 11.97 | 10.95 | 13.22 |
Sharpe Ratio | 0.6 | 0.65 | 0.64 |
R-Squared | 99.24 | 98.37 | -- |
Beta | 0.9 | 0.82 | -- |
Alpha | -0.48 | 0.06 | -- |
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) |
2,188.55 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
Yes |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 May 2022
Domestic Equity | 34.323 |
International Equity | 45.484 |
Listed Property | 9.041 |
Unlisted Property | 0.873 |
Domestic Fixed Interest | 0.519 |
International Fixed Interest | 2.683 |
Cash | 2.966 |
Other | 4.110 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 23 Jun 2022
APIR Code | BTA0293AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Life Stages – 1990s and later |
Entry Price $ | 1.8745 |
Exit Price $ | 1.8685 |
Exit Price 1 Week Change $ |
0.0175 |
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% |