Morningstar Fund Report
BT Super for Life Growth Fund Retir
Performance
31 May 2022
Growth of $10,000

Fund: BT Super for Life Growth Fund Retir

Index: Morningstar AUS Agg Tgt Alloc NR AUD

Category: Multisector Aggressive
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | May-22 | |
---|---|---|---|---|
Fund | 4.91 | -3.53 | 31.60 | -3.90 |
+/- Cat | -2.15 | -3.37 | 8.31 | -3.51 |
+/- Index | -5.25 | -1.36 | 4.65 | -2.19 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.06 | 1.27 | 1.65 | 2 / 123 |
3 Month | -2.91 | -1.78 | -1.26 | 121 / 123 |
1 Year | -3.52 | -5.30 | -4.54 | 123 / 123 |
3 Year | 8.37 | 0.24 | 0.09 | 15 / 120 |
5 Year | 7.29 | -0.30 | -1.17 | 30 / 96 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 12.81 | 11.09 | 13.22 |
Sharpe Ratio | 0.67 | 0.66 | 0.64 |
R-Squared | 87.84 | 95.95 | -- |
Beta | 0.91 | 0.82 | -- |
Alpha | 0.8 | 0.17 | -- |
Fund Details
Fund Inception | 29 Oct 2007 |
Responsible Entity | BT Funds Management Ltd |
Fund Manager | Pendal Institutional Limited |
Base Currency | $A |
Net Assets $Mil (as at 30 Apr 2022) |
20.89 |
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 | 33.622 |
International Equity | 63.806 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 2.572 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 23 Jun 2022
APIR Code | BTA0284AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Aggressive |
Entry Price $ | 2.2791 |
Exit Price $ | 2.2698 |
Exit Price 1 Week Change $ |
-0.0009 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
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Prosective Fees & Costs
as at 01 Aug 2021
Total Cost Ratio (Prospective) | 1.05% |
Investment Management Fee | 0.50% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | 0.28% |
Buy Spread/Sell Spread | 0.20% / 0.20% |