Stocks Special Reports LICs Credit Technical Analysis Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Technical Analysis SMSFs Learn
About

Morningstar Fund Report

BT Lifetime SE-MySuper 1960s Lifestage

Retail

Fund Report | Report generated 25 Mar 2017 |

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: BT Lifetime SE-MySuper 1960s Lifestage
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Life Stages – 1960s

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Feb-17
Fund -- 16.57 1.77 4.82
+/- Cat -- 7.85 -1.40 0.03
+/- Index -- 4.54 -2.22 -1.06

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.30 0.13 -0.25 6 / 18
3 Month 3.00 -0.05 -0.55 7 / 18
1 Year 8.55 -0.31 -3.15 10 / 16
3 Year 7.84 1.65 0.07 1 / 15
5 Year -- -- -- --

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.23 4.87 --
Sharpe Ratio 0.77 0.84 --
R-Squared 38.31 84.58 --
Beta 0.64 0.63 --
Alpha 2.07 0.54 --

Fund Details

Fund Inception 01 Nov 2013
Responsible Entity BT Funds Management Ltd
Fund Manager BT Funds Management Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Dec 2016)
1,116.27
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 25.921
International Equity 26.076
Listed Property 9.398
Unlisted Property 0.134
Domestic Fixed Interest 11.648
International Fixed Interest 13.049
Cash 10.907
Other 2.866

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 22 Mar 2017

APIR Code BTA0445AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1960s
Entry Price $ 1.3071
Exit Price $ 1.3024
Exit Price
1 Week Change $
-0.0075

Morningstar Ratings

Overall 5
3 Year 5
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.3996

Annual

ICR pa (30 Jun 2015) 1.0400
Max Management Fee pa 0.50%
Max Admin Fee pa 0.45%
Performance Fee pa
(30 Jun 2015)
0.02%
Max Brokerage 0.0000