Morningstar Fund Report
BT Super for Life Super Cash Retir
Performance
31 Jan 2021
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
-- | -- | -- | -- | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 31 Jan 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.01 | 0.01 | 0.01 | -- |
3 Month | 0.02 | 0.00 | 0.01 | -- |
1 Year | 0.25 | 0.04 | 0.06 | -- |
3 Year | 0.93 | 0.27 | -0.20 | -- |
5 Year | 1.15 | 0.44 | -0.26 | -- |
Risk Analysis
as at 31 Jan 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 0.16 | 0.19 | 0.23 |
Sharpe Ratio | -1.77 | -2.15 | -- |
R-Squared | -- | -- | -- |
Beta | -- | -- | -- |
Alpha | -- | -- | -- |
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 31 Dec 2020) |
46.68 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
Yes |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 Dec 2020
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 |
Fees & Expenses
One-Time
Entry Fee/Contribution Fee | 0.00% |
Exit Fee/Withdrawal Fee | 0.00% |
Buy/Sell Spread | -- |
Annual
ICR pa (30 Jun 2012) | 0.0000 |
Max Management Fee pa![]() |
0.15% |
Max Admin Fee pa![]() |
-- |
Performance Fee pa (30 Jun 2012) |
-- |
Max Brokerage | 0.0000 |