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Morningstar Fund Report

BT Lifetime FP-BT Cons Outlook

Retail

Fund Report | Report generated 26 May 2017 |

Performance

30 Apr 2017

Growth of $10,000

Fund
Fund: BT Lifetime FP-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 7.06 6.63 4.10 2.06
+/- Cat -0.54 1.53 1.51 -1.71
+/- Index -1.57 -0.86 -1.47 -2.01

Trailing Total Returns

as at 30 Apr 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.73 -0.11 -0.33 118 / 172
3 Month 2.21 -0.14 -0.56 97 / 171
1 Year 4.09 -0.95 -1.96 139 / 167
3 Year 4.75 0.54 -1.40 37 / 165
5 Year 5.26 -0.12 -1.92 92 / 164

Risk Analysis

as at 30 Apr 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 3.52 3.2 3.27
Sharpe Ratio 0.72 0.65 1.18
R-Squared 89.7 85.89 --
Beta 1.02 0.91 --
Alpha -1.4 -1.46 --

Fund Details

Fund Inception 01 Feb 1993
Responsible Entity BT Funds Management Ltd
Fund Manager BT Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2017)
23.84
Minimum Investment $ 25,000
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 23 May 2017

APIR Code BTA0492AU
Legal Type Allocated Pension
Status Open
Category Multisector Moderate
Entry Price $ 3.6954
Exit Price $ 3.6891
Exit Price
1 Week Change $
0.0037

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 0.1709

Annual

ICR pa (30 Jun 2015) 1.9980
Max Management Fee pa 1.50%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.6000