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About

Morningstar Fund Report

BT PST Institutional Retirement

Wholesale

Fund Report | Report generated 24 Sep 2017 |

Performance

31 Aug 2017

Growth of $10,000

Fund
Fund: BT PST Institutional Retirement
Index
Index: Morningstar Aus Msec Moderate TR AUD
Category
Category: Multisector Moderate

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Aug-17
Fund 7.94 4.51 2.73 0.74
+/- Cat 2.97 2.18 -0.63 0.55
+/- Index 0.45 -1.06 -1.01 0.32

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.67 0.42 0.22 4 / 225
3 Month 0.47 0.66 0.76 12 / 225
1 Year 2.29 0.29 -0.18 75 / 222
3 Year 4.63 1.46 -0.45 10 / 215
5 Year 5.93 1.30 -0.75 11 / 207

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 3.53 3.01 3.32
Sharpe Ratio 0.72 0.42 0.89
R-Squared 84.58 81.56 --
Beta 0.98 0.8 --
Alpha -0.36 -1.22 --

Fund Details

Fund Inception 31 Mar 1991
Responsible Entity BT Funds Management Ltd
Fund Manager BT Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Aug 2017)
0.00
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Aug 2017

Domestic Equity 12.015
International Equity 9.577
Listed Property 5.478
Unlisted Property 0.000
Domestic Fixed Interest 24.304
International Fixed Interest 19.539
Cash 13.911
Other 15.176

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 21 Sep 2017

APIR Code BTA0057AU
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 5.3933
Exit Price $ 5.3841
Exit Price
1 Week Change $
-0.0175

Morningstar Ratings

Overall 5
3 Year 5
5 Year 5
10 Year 4

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) 0.6200
Max Management Fee pa 0.62%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage --