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Morningstar Fund Report

BT Lifetime PS-BT Ptnr Aus Shr Core 1 NE

Retail

Fund Report | Report generated 17 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: BT Lifetime PS-BT Ptnr Aus Shr Core 1 NE
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Blend

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Dec-16
Fund 16.33 3.62 -0.39 9.42
+/- Cat 0.54 -1.73 -0.22 -0.15
+/- Index -1.10 -2.06 -0.95 -1.17

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.48 -0.05 -0.90 245 / 358
3 Month 4.87 0.46 -0.31 140 / 358
1 Year 7.89 -0.76 -3.90 197 / 348
3 Year 4.98 -0.69 -1.61 203 / 334
5 Year 11.31 0.55 -0.54 103 / 316

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 11.18 11.36 12.73
Sharpe Ratio 0.29 0.32 0.38
R-Squared 98.16 92.67 --
Beta 0.87 0.86 --
Alpha -1.07 -0.54 --

Fund Details

Fund Inception 03 Apr 2003
Responsible Entity BT Funds Management Ltd
Fund Manager BT Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Nov 2016)
3.06
Minimum Investment $ 5,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Nov 2016

Domestic Equity 100.000
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.000
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 12 Jan 2017

APIR Code BTA0081AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Large Blend
Entry Price $ 2.6588
Exit Price $ 2.6429
Exit Price
1 Week Change $
0.0052

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year 2

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.6018

Annual

ICR pa (30 Jun 2015) 2.3260
Max Management Fee pa 2.36%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.0000