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About

Morningstar Fund Report

1950's Lifestage Fund - A

Retail

Fund Report | Report generated 22 Jan 2022 |

Performance

31 Dec 2021

Growth of $10,000

Fund
Fund: 1950's Lifestage Fund - A
Index
Index: Morningstar AUS Balance Tgt Alloc NR AUD
Category
Category: Multisector Life Stages – 1950s

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Dec-21
Fund 6.72 0.06 11.99 2.50
+/- Cat -0.01 0.00 0.00 0.00
+/- Index -2.33 -0.65 -2.08 -0.62

Trailing Total Returns

as at 31 Dec 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.36 0.00 -0.01 1 / 1
3 Month 1.77 0.00 -0.37 1 / 1
1 Year 7.69 -- -1.86 1 / 1
3 Year 7.68 -- -1.96 1 / 1
5 Year 5.89 0.00 -1.59 1 / 1

Risk Analysis

as at 31 Dec 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 6.03 6.03 7.53
Sharpe Ratio 1.17 1.17 1.19
R-Squared 98.9 98.9 --
Beta 0.8 0.8 --
Alpha -0.08 -0.08 --

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 Dec 2021

Domestic Equity 17.339
International Equity 20.317
Listed Property 6.645
Unlisted Property 0.094
Domestic Fixed Interest 16.742
International Fixed Interest 23.308
Cash 10.677
Other 4.879

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 19 Jan 2022

APIR Code BTA0453AU
Legal Type Investment Trusts
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.0323
Exit Price $ 1.0289
Exit Price
1 Week Change $
-0.0116

Morningstar Ratings

Overall 0
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%