Morningstar Fund Report
BT Super for Life Growth Fund Retir
Fund Report | Report generated 13 May 2021 | 
Performance
30 Apr 2021
Growth of $10,000
Fund: BT Super for Life Growth Fund Retir
Index: Morningstar Aus Msec Aggressive TR AUD
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 |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
|
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 |