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Morningstar Fund Report

BT Lifetime SE-BT Cons Outlook

Retail

Fund Report | Report generated 25 May 2017 |

Performance

30 Apr 2017

Growth of $10,000

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

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Apr-17
Fund 7.09 6.75 3.31 1.69
+/- Cat 0.49 1.79 0.97 -1.75
+/- Index -1.54 -0.74 -2.26 -2.38

Trailing Total Returns

as at 30 Apr 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.71 -0.04 -0.34 137 / 241
3 Month 2.33 0.23 -0.44 56 / 239
1 Year 3.52 -1.00 -2.53 194 / 233
3 Year 4.48 0.54 -1.67 61 / 227
5 Year 5.02 0.10 -2.17 101 / 221

Risk Analysis

as at 30 Apr 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 3.58 2.98 3.27
Sharpe Ratio 0.64 0.59 1.18
R-Squared 84.96 83.31 --
Beta 1.01 0.82 --
Alpha -1.61 -1.48 --

Fund Details

Fund Inception 01 Feb 1991
Responsible Entity BT Funds Management Ltd
Fund Manager BT Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2017)
40.66
Minimum Investment $ 500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2017

Domestic Equity 10.707
International Equity 8.673
Listed Property 6.535
Unlisted Property 0.000
Domestic Fixed Interest 21.688
International Fixed Interest 23.374
Cash 13.759
Other 15.264

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 19 May 2017

APIR Code BTA0512AU
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 3.7881
Exit Price $ 3.7811
Exit Price
1 Week Change $
0.0046

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 0.1844

Annual

ICR pa (30 Jun 2016) 1.8600
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.4500