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Morningstar Fund Report

BT Lifetime SE-MySuper 2000s Lifestage

Retail

Fund Report | Report generated 23 Jun 2017 |

Performance

31 May 2017

Growth of $10,000

Fund
Fund: BT Lifetime SE-MySuper 2000s Lifestage
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1990s and later

Financial Year Total Returns

-- Jun-15 Jun-16 May-17
Fund -- -- 1.80 11.05
+/- Cat -- -- -0.68 -0.09
+/- Index -- -- -0.98 -2.07

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.21 -0.12 0.04 16 / 25
3 Month 3.64 0.14 -0.85 11 / 23
1 Year 8.82 -0.75 -1.74 13 / 17
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation -- 6.71 8.6
Sharpe Ratio -- 0.87 0.91
R-Squared -- 91.82 --
Beta -- 0.75 --
Alpha -- -0.16 --

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 May 2017)
0.25
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 May 2017

Domestic Equity 36.662
International Equity 40.638
Listed Property 11.584
Unlisted Property 0.122
Domestic Fixed Interest 0.876
International Fixed Interest 0.975
Cash 4.021
Other 5.121

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 20 Jun 2017

APIR Code BTA0449AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1990s and later
Entry Price $ 1.2462
Exit Price $ 1.2417
Exit Price
1 Week Change $
-0.0036

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 0.3625

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