Morningstar Fund Report
BT Super for Life Super Cash Retir
Fund Report | Report generated 28 Jun 2022 | 
Performance
31 May 2022
Growth of $10,000
Fund: BT Super for Life Super Cash Retir
Index: RBA Bank accepted Bills 90 Days
Category: Australian Cash
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | May-22 | |
|---|---|---|---|---|
| Fund | 1.38 | 0.85 | 0.07 | 0.05 |
| +/- Cat | 0.31 | 0.39 | -0.07 | 0.03 |
| +/- Index | -0.47 | 0.14 | 0.02 | -0.11 |
Trailing Total Returns
as at 31 May 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 0.02 | 0.01 | -0.06 | -- |
| 3 Month | 0.04 | 0.04 | -0.09 | -- |
| 1 Year | 0.05 | 0.02 | -0.11 | -- |
| 3 Year | 0.36 | 0.13 | 0.02 | -- |
| 5 Year | 0.75 | 0.23 | -0.19 | -- |
Risk Analysis
as at 31 May 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 0.14 | 0.14 | 0.12 |
| Sharpe Ratio | 0.38 | -1.12 | -- |
| R-Squared | 65.47 | 16.88 | -- |
| Beta | 1 | 0.67 | -- |
| Alpha | 0.11 | -0.12 | -- |
Fund Details
| Fund Inception | 29 Oct 2007 |
| Responsible Entity | BT Funds Management Ltd |
| Fund Manager | BT Funds Management Ltd |
| Base Currency | $A |
| Net Assets $Mil (as at 30 Apr 2022) |
39.57 |
| 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 | 0.000 |
| International Equity | 0.000 |
| Listed Property | 0.000 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 0.000 |
| International Fixed Interest | 0.000 |
| Cash | 100.000 |
| Other | 0.000 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at --
| APIR Code | BTA0286AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Australian Cash |
| Entry Price $ | -- |
| Exit Price $ | -- |
| Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
| Overall |
|
| 3 Year | |
| 5 Year | |
| 10 Year |
Prosective Fees & Costs
as at 01 Aug 2021
| Total Cost Ratio (Prospective) | 0.56% |
| Investment Management Fee | 0.10% |
| Performance Fee Costs | 0.00% |
| Administration Fees & Costs | 0.19% |
| Buy Spread/Sell Spread | 0.00% / 0.00% |