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Morningstar Fund Report

BT Lifetime SE-MySuper 1970s Lifestage

Retail

Fund Report | Report generated 03 Dec 2016 |

Performance

31 Oct 2016

Growth of $10,000

Fund
Fund: BT Lifetime SE-MySuper 1970s Lifestage
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1970s

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Oct-16
Fund -- 18.01 1.21 0.49
+/- Cat -- 7.03 -1.71 -0.69
+/- Index -- 3.12 -1.56 -0.44

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.94 -0.42 -0.03 10 / 21
3 Month -2.67 -0.83 -0.02 11 / 22
1 Year -0.45 -2.74 -1.37 18 / 19
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation -- 6.34 8.47
Sharpe Ratio -- 0.66 0.71
R-Squared -- 85.72 --
Beta -- 0.69 --
Alpha -- -0.1 --

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 --)
--
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 36.900
International Equity 38.075
Listed Property 11.107
Unlisted Property 0.159
Domestic Fixed Interest 1.053
International Fixed Interest 2.861
Cash 6.953
Other 2.892

Morningstar Sustainability Rating Learn more

Quick Stats

as at 30 Nov 2016

APIR Code BTA0446AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1970s
Entry Price $ 1.2892
Exit Price $ 1.2841
Exit Price
1 Week Change $
-0.0013

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.3998

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