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About

Morningstar Fund Report

BT Super for Life Growth Fund Retir

Retail

Fund Report | Report generated 22 Jan 2022 |

Performance

31 Dec 2021

Growth of $10,000

Fund
Fund: BT Super for Life Growth Fund Retir
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Dec-21
Fund 4.91 -3.53 31.60 2.71
+/- Cat -2.15 -3.37 8.31 -2.53
+/- Index -5.25 -1.36 4.65 -3.19

Trailing Total Returns

as at 31 Dec 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.65 0.62 0.25 17 / 128
3 Month 2.45 -0.94 -1.80 106 / 127
1 Year 18.68 1.50 -0.74 23 / 127
3 Year 14.02 0.49 -1.25 19 / 123
5 Year 10.38 0.59 -0.80 17 / 101

Risk Analysis

as at 31 Dec 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 12.89 10.94 12.93
Sharpe Ratio 1.04 1.11 1.13
R-Squared 91.42 96.41 --
Beta 0.95 0.83 --
Alpha -0.46 -0.18 --

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 Nov 2021)
22.43
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2021

Domestic Equity 22.876
International Equity 76.202
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.922
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 20 Jan 2022

APIR Code BTA0284AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 2.6461
Exit Price $ 2.6353
Exit Price
1 Week Change $
-0.0380

Morningstar Ratings

Overall 5
3 Year 4
5 Year 4
10 Year 5

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%