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Morningstar Fund Report

BT Lifetime SE-MySuper 1980s Lifestage

Retail

Fund Report | Report generated 30 Mar 2017 |

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: BT Lifetime SE-MySuper 1980s Lifestage
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1980s

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Feb-17
Fund -- 19.16 1.07 6.96
+/- Cat -- 7.51 -1.34 -0.61
+/- Index -- 4.27 -1.70 -1.30

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.75 0.18 0.00 5 / 18
3 Month 4.01 -0.12 -0.19 12 / 16
1 Year 11.23 -1.25 -3.42 11 / 16
3 Year 9.06 1.23 0.17 1 / 15
5 Year -- -- -- --

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 8.57 6.54 --
Sharpe Ratio 0.8 0.85 --
R-Squared 52.74 85.8 --
Beta 0.72 0.7 --
Alpha 2.01 0.84 --

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 28 Feb 2017)
1,008.15
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 36.781
International Equity 38.984
Listed Property 11.892
Unlisted Property 0.160
Domestic Fixed Interest 0.932
International Fixed Interest 1.044
Cash 5.743
Other 4.464

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 27 Mar 2017

APIR Code BTA0447AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1980s
Entry Price $ 1.3639
Exit Price $ 1.3590
Exit Price
1 Week Change $
-0.0016

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 0.3995

Annual

ICR pa (30 Jun 2016) 1.0200
Max Management Fee pa 0.50%
Max Admin Fee pa 0.45%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.0000