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About

Morningstar Fund Report

BT Super for Life Growth Fund Retir

Retail

Fund Report | Report generated 13 May 2021 |

Performance

30 Apr 2021

Growth of $10,000

Fund
Fund: BT Super for Life Growth Fund Retir
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-18 Jun-19 Jun-20 Apr-21
Fund 12.33 4.91 -3.53 26.72
+/- Cat 1.93 -2.15 -3.37 7.77
+/- Index -0.40 -6.29 -2.68 7.75

Trailing Total Returns

as at 30 Apr 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.73 -0.01 -0.38 96 / 160
3 Month 11.22 4.21 3.26 1 / 160
1 Year 31.77 5.16 8.15 4 / 158
3 Year 8.94 -0.11 -1.70 33 / 132
5 Year 11.35 1.76 0.44 4 / 125

Risk Analysis

as at 30 Apr 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 13.74 11.43 12.61
Sharpe Ratio 0.62 0.68 0.79
R-Squared 93.06 94.35 --
Beta 1.05 0.88 --
Alpha -1.94 -1.14 --

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 31 Mar 2021)
23.39
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Mar 2021

Domestic Equity 22.276
International Equity 76.593
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.132
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 07 May 2021

APIR Code BTA0284AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 2.5021
Exit Price $ 2.4919
Exit Price
1 Week Change $
0.0376

Morningstar Ratings

Overall 5
3 Year 3
5 Year 5
10 Year 5

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.4102

Annual

ICR pa (30 Jun 2020) 1.0000
Max Management Fee pa 0.50%
Max Admin Fee pa 0.28%
Performance Fee pa
(30 Jun 2020)
0.00%
Max Brokerage 0.0000