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Morningstar Fund Report

BT Lifetime PS-BT Multi Mgr High Gr

Retail

Fund Report | Report generated 26 Apr 2017 |  Read the Analyst Research Report

Performance

31 Mar 2017

Growth of $10,000

Fund
Fund: BT Lifetime PS-BT Multi Mgr High Gr
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Mar-17
Fund 10.89 8.11 0.48 10.24
+/- Cat -3.33 -2.75 0.56 0.24
+/- Index -5.88 -6.78 -2.29 -0.32

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.66 -0.13 -0.46 119 / 187
3 Month 3.00 0.32 0.66 52 / 187
1 Year 13.01 0.02 -2.11 85 / 180
3 Year 6.50 -1.05 -3.69 135 / 168
5 Year 8.55 -1.41 -4.43 146 / 160

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.6 7.64 --
Sharpe Ratio 0.58 0.71 --
R-Squared 95.48 90.15 --
Beta 0.87 0.85 --
Alpha -2.46 -1.39 --

Fund Details

Fund Inception 27 Mar 2003
Responsible Entity BT Funds Management Ltd
Fund Manager BT Investment Solutions
Base Currency $A
Net Assets $Mil
(as at 31 Mar 2017)
22.63
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 31 Oct 2016

Size | Large Style | Blend

Asset Allocation

% as at 31 Mar 2017

Domestic Equity 40.234
International Equity 43.972
Listed Property 11.763
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.004
Other 4.028

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Apr 2017

APIR Code BTA0086AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 2.1783
Exit Price $ 2.1678
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 1
3 Year 2
5 Year 1
10 Year 1

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.4817

Annual

ICR pa (30 Jun 2015) 2.4675
Max Management Fee pa 1.54%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.6000