BT Super performance

See how your fund is tracking towards your long-term investment goals.

Active Defensive

2021

8.42%

2020

-0.62%

Financial year returns (%) to 30 June of the listed year

Active Growth

2021

23.77%

2020

-3.38%

Financial year returns (%) to 30 June of the listed year

Index Moderate

2021

11.80%

2020

-0.24%

Financial year returns (%) to 30 June of the listed year

Index High Growth

2021

25.17%

2020

-0.32%

Financial year returns (%) to 30 June of the listed year

Active Moderate

2021

13.12%

2020

1.49%

Financial year returns (%) to 30 June of the listed year

Active High Growth

2021

25.87%

2020

-3.67%

Financial year returns (%) to 30 June of the listed year

Index Balanced

2021

17.04%

2020

-1.91%

Financial year returns (%) to 30 June of the listed year

Active Balanced

2021

19.38%

2020

-2.88%

Financial year returns (%) to 30 June of the listed year

Index Defensive

2021

6.95%

2020

1.19%

Financial year returns (%) to 30 June of the listed year

Index Growth

2021

21.23%

2020

-3.31%

Financial year returns (%) to 30 June of the listed year

Active Global Fixed Interest

2021

0.43%

2020

3.19%

Financial year returns (%) to 30 June of the listed year

Active International Shares

2021

26.43%

2020

3.09%

Financial year returns (%) to 30 June of the listed year

Index International Fixed Interest

2021

0.52%

2020

4.68%

Financial year returns (%) to 30 June of the listed year

Active Global Property

2021

27.99%

2020

-5.79%

Financial year returns (%) to 30 June of the listed year

Index Australian Fixed Interest

2021

-1.40%

2020

3.24%

Financial year returns (%) to 30 June of the listed year

Index International Shares

2021

23.83%

2020

3.79%

Financial year returns (%) to 30 June of the listed year

Active Australian Shares

2021

27.11%

2020

-8.21%

Financial year returns (%) to 30 June of the listed year

Index Australian Shares

2021

25.34%

2020

-6.57%

Financial year returns (%) to 30 June of the listed year

Index Property Securities

2021

30.24%

2020

-18.6%

Financial year returns (%) to 30 June of the listed year

Antipodes Shares

2021

19.33%

2020

-2.73%

Financial year returns (%) to 30 June of the listed year

APN AREIT

2021

27.86%

2020

-17.66%

Financial year returns (%) to 30 June of the listed year

Fidelity Australian Shares

2021

19.33%

2020

-2.73%

Financial year returns (%) to 30 June of the listed year

Franklin Templeton Multisector Bonds

2021

0.29%

2020

-12.89%

Financial year returns (%) to 30 June of the listed year

Magellan Global Shares
 

2021

9.46%

2020

7.63%

Financial year returns (%) to 30 June of the listed year

Nikko AM Value Australian Shares
 

2021

31.53%

2020

-13.73%

Financial year returns (%) to 30 June of the listed year

Pendal Technology
 

2021

23.82%

2020

25.65%

Financial year returns (%) to 30 June of the listed year

PIMCO Global Bonds
 

2021

2.53%

2020

2.61%

Financial year returns (%) to 30 June of the listed year

Rare Value Infrastructure (Unhedged)

2021

10.41%

2020

-2.24%

Financial year returns (%) to 30 June of the listed year

T. Rowe Price Global Shares
 

2021

30.12%

2020

16.99%

Financial year returns (%) to 30 June of the listed year

UBS Australian Bonds
 

2021

-0.84%

2020

2.84%

Financial year returns (%) to 30 June of the listed year

Pendal Australian Property Securities

2021

33.13%

2020

-17.08%

Financial year returns (%) to 30 June of the listed year

Pendal Global Property Securities

2021

28.79%

2020

-18.26%

Financial year returns (%) to 30 June of the listed year

Pendal Core Australian Shares

2021

27.64%

2020

-4.84%

Financial year returns (%) to 30 June of the listed year

Pendal Australian Bonds

2021

-2.13%

2020

4.16%

Financial year returns (%) to 30 June of the listed year

Pendal Growth

2021

29.05%

2020

-3.28%

Financial year returns (%) to 30 June of the listed year

Pendal Sustainable Conservative

2021

7.19%

2020

0.32%

Financial year returns (%) to 30 June of the listed year

Pendal Sustainable Balanced

2021

18.61%

2020

-1.00%

Financial year returns (%) to 30 June of the listed year

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Want more detail for performance figures?

Check the latest performance for managed funds, superannuation and retirement plans

Grow your super with BT and choose the investment option that’s right for you.

Our default Lifestage investment approach is designed to ensure your super can adapt as you move through different stages of your life.
We know that not everyone is the same. With this in mind, BT has a range of investment options, offering you flexibility and choice when personalising your super investment mix.

Things you should know

1 Returns for TTR accounts may differ from those shown. From 1 July 2017 investment earnings on TTR accounts, which were previously tax-free, became subject to a tax of up to 15%. Refer to the following notice for further information: SFL Changes

2 Performance figures are calculated in accordance with the APRA reporting standards. Total returns are calculated using withdrawal prices appropriate for the month end and take into account all fees and costs, including the $9.00 per month administration fee, and earnings tax up to a maximum of 15%. Additional costs apply and vary by investment option. Refer to the Fees and Costs section of the Product Disclosure Statement (PDS) for details.

3 Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Total returns are calculated using withdrawal prices appropriate for the month end and take into account all fees and costs (other than the $9.00 per month administration fee) and, in the case of Super investment options, take into account earnings tax up to a maximum of 15%. In the case of Retirement investment options, no allowance is made for tax you may pay as a member other than withholding tax on foreign income (if any). Additional costs apply and vary by investment option. Refer to the Fees and Costs section of the PDS for details.

Certain other fees such as Contribution fees or Withdrawal fees (if any) are not taken into account.

Investment returns are historical. Investment returns can move up or down and past performance is not necessarily indicative of future performance.

Future performance is not guaranteed. Performance differences between the investment options and respective underlying funds exist due to factor such as valuation timing differences, differences in fees and charges, distributions (as cash may be retained for liquidity purposes) and higher cash holdings.

More information on the asset allocation and risk exposures of each fund can be found in the PDS.

BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233724, RSE No. L0001090 is Trustee of BT Super for Life ABN 39 827 542 99 1RSE R1001327. A Product Disclosure Statement (PDS) is available for BT Super for Life and can be obtained by visiting bt.com.au, calling 1300 653 553 or visiting any Westpac, St.George, Bank of Melbourne or BankSA branch. You should consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in BT Super for Life. An investment in BT Super for Life is not an investment in, deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (the Bank) or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. The Bank is not the issuer of BT Super for Life. Neither the Bank nor any other company in the Westpac Group stands behind or otherwise guarantees the capital value or investment performance of BT Super for Life. This information has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on this information, consider its appropriateness,having regard to your objectives, financial situation and needs. Information is current as at 30 April 2021.