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Morningstar Fund Report

BT Lifetime SE-MySuper 2000s Lifestage

Retail

Fund Report | Report generated 27 Apr 2017 |

Performance

31 Mar 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-14 Jun-15 Jun-16 Mar-17
Fund -- 5.91 1.80 8.86
+/- Cat -- -5.10 -0.68 -0.09
+/- Index -- -8.98 -0.98 -1.69

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.60 0.14 -0.52 3 / 28
3 Month 2.73 0.00 0.39 5 / 27
1 Year 11.60 -0.23 -3.52 11 / 20
3 Year 5.96 -2.41 -4.22 17 / 17
5 Year -- -- -- --

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.44 6.59 --
Sharpe Ratio 0.52 0.92 --
R-Squared 92.37 89.57 --
Beta 0.84 0.73 --
Alpha -2.72 0.17 --

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 Mar 2017)
0.21
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Mar 2017

Domestic Equity 37.485
International Equity 38.488
Listed Property 11.426
Unlisted Property 0.133
Domestic Fixed Interest 0.912
International Fixed Interest 0.950
Cash 5.218
Other 5.388

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 20 Apr 2017

APIR Code BTA0449AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1990s and later
Entry Price $ 1.2228
Exit Price $ 1.2184
Exit Price
1 Week Change $
0.0012

Morningstar Ratings

Overall 1
3 Year 1
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.3997

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