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Morningstar Fund Report

BT Lifetime SE - BT Multi Mgr Intl Shr

Retail

Fund Report | Report generated 30 May 2017 |

Performance

30 Apr 2017

Growth of $10,000

Fund
Fund: BT Lifetime SE - BT Multi Mgr Intl Shr
Index
Index: MSCI World Ex Australia NR AUD
Category
Category: Equity World Large Blend

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Apr-17
Fund 15.26 21.33 -2.61 14.64
+/- Cat -2.17 -0.26 -0.53 0.60
+/- Index -5.15 -3.84 -3.01 -0.04

Trailing Total Returns

as at 30 Apr 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.91 0.33 0.33 65 / 214
3 Month 6.99 0.01 -- 92 / 213
1 Year 14.91 0.25 -2.02 82 / 208
3 Year 11.18 -0.29 -2.52 107 / 200
5 Year 13.86 -0.92 -3.80 130 / 190

Risk Analysis

as at 30 Apr 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 9.91 9.99 10.58
Sharpe Ratio 0.9 0.91 1.06
R-Squared 97.2 83.24 --
Beta 0.92 0.86 --
Alpha -1.47 -0.63 --

Fund Details

Fund Inception 01 May 2008
Responsible Entity BT Funds Management Ltd
Fund Manager BT Investment Solutions
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2017)
13.58
Minimum Investment $ 500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Oct 2016

Size | Large Style | Growth

Asset Allocation

% as at 30 Apr 2017

Domestic Equity 0.000
International Equity 100.000
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 New  Learn more

Quick Stats

as at 24 May 2017

APIR Code BTA0302AU
Legal Type Superannuation Fund
Status Open
Category Equity World Large Blend
Entry Price $ 1.6286
Exit Price $ 1.6221
Exit Price
1 Week Change $
0.0117

Morningstar Ratings

Overall 2
3 Year 3
5 Year 2
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.4029

Annual

ICR pa (30 Jun 2016) 2.3600
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.4500