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Morningstar Fund Report

BT Super for Life Growth Fund Retir

Retail

Fund Report | Report generated 25 Sep 2021 |

Performance

31 Aug 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-19 Jun-20 Jun-21 Aug-21
Fund 4.91 -3.53 31.60 2.01
+/- Cat -2.15 -3.37 8.31 -1.46
+/- Index -6.29 -2.68 6.91 -3.17

Trailing Total Returns

as at 31 Aug 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.59 -0.48 -1.02 133 / 145
3 Month 2.41 -3.33 -6.21 146 / 147
1 Year 29.86 6.52 3.26 8 / 145
3 Year 9.26 -0.62 -2.26 45 / 142
5 Year 11.49 1.32 -0.46 10 / 118

Risk Analysis

as at 31 Aug 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 13.79 11.51 12.69
Sharpe Ratio 0.66 0.76 0.86
R-Squared 90.65 94.71 --
Beta 1.04 0.88 --
Alpha -2.32 -1.16 --

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 Aug 2021)
23.41
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 22.766
International Equity 75.972
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.262
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 22 Sep 2021

APIR Code BTA0284AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 2.5644
Exit Price $ 2.5539
Exit Price
1 Week Change $
-0.0251

Morningstar Ratings

Overall 4
3 Year 3
5 Year 4
10 Year 5

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 0.20% / 0.20%