Morningstar Fund Report
BT Super for Life Growth Fund Retir
Fund Report | Report generated 28 Jun 2022 | 
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 2022| Total 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 2022| 3-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 |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
|
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% |