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Morningstar Fund Report

BT Lifetime PS-BT Cons Outlook

Retail

Fund Report | Report generated 28 Jul 2017 |

Performance

30 Jun 2017

Growth of $10,000

Fund
Fund: BT Lifetime PS-BT Cons Outlook
Index
Index: Morningstar Aus Msec Moderate TR AUD
Category
Category: Multisector Moderate

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Jun-17
Fund 6.51 3.67 2.32 2.32
+/- Cat 1.54 1.33 -1.03 -1.03
+/- Index -0.99 -1.90 -1.39 -1.39

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.34 0.04 0.43 93 / 220
3 Month 1.04 0.37 0.33 27 / 219
1 Year 2.32 -1.03 -1.39 171 / 216
3 Year 4.15 0.60 -1.43 45 / 207
5 Year 5.05 0.08 -2.01 85 / 201

Risk Analysis

as at 30 Jun 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 3.35 3.01 3.34
Sharpe Ratio 0.6 0.46 1.01
R-Squared 84.46 82.84 --
Beta 0.92 0.81 --
Alpha -1.1 -1.43 --

Fund Details

Fund Inception 01 Sep 1988
Responsible Entity BT Funds Management Ltd
Fund Manager BT Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Jun 2017)
83.26
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2017

Domestic Equity 11.468
International Equity 8.933
Listed Property 5.157
Unlisted Property 0.000
Domestic Fixed Interest 24.166
International Fixed Interest 18.360
Cash 19.220
Other 12.699

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 25 Jul 2017

APIR Code BTA0602AU
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 6.0511
Exit Price $ 6.0408
Exit Price
1 Week Change $
0.0144

Morningstar Ratings

Overall 3
3 Year 4
5 Year 3
10 Year 3

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.1708

Annual

ICR pa (30 Jun 2015) 1.9053
Max Management Fee pa 1.54%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.6000