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Morningstar Fund Report

BT Lifetime PS-BT Future Goals

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Fund Report | Report generated 22 Jul 2017 |

Performance

30 Jun 2017

Growth of $10,000

Fund
Fund: BT Lifetime PS-BT Future Goals
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Jun-17
Fund 11.73 -0.38 10.57 10.57
+/- Cat 0.87 -0.30 -0.99 -0.99
+/- Index -3.17 -3.15 -1.03 -1.03

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.19 0.40 1.16 28 / 176
3 Month 1.56 0.16 0.62 60 / 176
1 Year 10.57 -0.99 -1.03 115 / 176
3 Year 7.16 -0.15 -2.47 72 / 159
5 Year 9.99 -1.09 -3.89 121 / 151

Risk Analysis

as at 30 Jun 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.55 7.72 8.67
Sharpe Ratio 0.67 0.68 0.86
R-Squared 91.05 90.37 --
Beta 0.83 0.85 --
Alpha -1.12 -1.2 --

Fund Details

Fund Inception 01 Sep 1998
Responsible Entity BT Funds Management Ltd
Fund Manager BT Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Jun 2017)
151.79
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2017

Domestic Equity 39.600
International Equity 32.397
Listed Property 6.757
Unlisted Property 0.000
Domestic Fixed Interest 5.883
International Fixed Interest 4.275
Cash 3.965
Other 7.123

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 18 Jul 2017

APIR Code BTA0065AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 2.5973
Exit Price $ 2.5892
Exit Price
1 Week Change $
-0.0188

Morningstar Ratings

Overall 3
3 Year 3
5 Year 2
10 Year 3

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.3119

Annual

ICR pa (30 Jun 2015) 1.9207
Max Management Fee pa 1.54%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.0000