Morningstar Fund Report
1950's Lifestage Fund - A
Performance
31 May 2022
Growth of $10,000

Fund: 1950's Lifestage Fund - A

Index: Morningstar AUS Balance Tgt Alloc NR AUD

Category: Multisector Life Stages – 1950s
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | May-22 | |
---|---|---|---|---|
Fund | 6.72 | 0.06 | 11.99 | -3.97 |
+/- Cat | -0.01 | 0.00 | 0.00 | 0.00 |
+/- Index | -2.33 | -0.65 | -2.08 | 0.23 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.13 | 0.00 | 0.18 | 1 / 1 |
3 Month | -2.79 | 0.00 | 0.30 | 1 / 1 |
1 Year | -2.72 | 0.00 | -0.23 | 1 / 1 |
3 Year | 3.13 | 0.00 | -0.99 | 1 / 1 |
5 Year | 3.86 | 0.00 | -1.29 | 1 / 1 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 6.36 | 6.36 | 7.87 |
Sharpe Ratio | 0.46 | 0.46 | 0.51 |
R-Squared | 99.06 | 99.06 | -- |
Beta | 0.8 | 0.8 | -- |
Alpha | -0.28 | -0.28 | -- |
Fund Details
Fund Inception | 01 Oct 2013 |
Responsible Entity | BT Funds Management Ltd |
Fund Manager | BT Investment Solutions |
Base Currency | $A |
Net Assets $Mil (as at 31 Dec 2014) |
75.99 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | Quarterly |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 May 2022
Domestic Equity | 17.933 |
International Equity | 20.259 |
Listed Property | 4.783 |
Unlisted Property | 0.630 |
Domestic Fixed Interest | 19.006 |
International Fixed Interest | 21.971 |
Cash | 9.755 |
Other | 5.664 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 28 Jun 2022
APIR Code | BTA0453AU |
Legal Type | Investment Trusts |
Status | Open |
Category | Multisector Life Stages – 1950s |
Entry Price $ | 0.9509 |
Exit Price $ | 0.9477 |
Exit Price 1 Week Change $ |
0.0155 |
Morningstar Ratings
Overall |
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3 Year | |
5 Year | |
10 Year |
Prosective Fees & Costs
as at 01 Jul 2021
Total Cost Ratio (Prospective) | 0.52% |
Investment Management Fee | 0.50% |
Performance Fee Costs | 0.01% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | 0.16% / 0.16% |