Stocks Special Reports LICs Credit Technical Analysis Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Technical Analysis SMSFs Learn
About

Morningstar Fund Report

BT Lifetime SE-BT Future Goals

Retail

Fund Report | Report generated 25 Mar 2017 |

Performance

28 Feb 2017

Growth of $10,000

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

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Feb-17
Fund 12.62 11.67 -0.50 6.91
+/- Cat -1.60 0.80 -0.42 -1.17
+/- Index -4.15 -3.23 -3.27 -1.35

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.67 0.22 -0.09 62 / 186
3 Month 4.07 0.07 -0.14 90 / 186
1 Year 9.74 -3.47 -4.90 172 / 180
3 Year 6.31 -0.34 -2.58 94 / 171
5 Year 9.11 -0.92 -4.04 127 / 163

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.64 7.63 --
Sharpe Ratio 0.55 0.59 --
R-Squared 91.6 90.08 --
Beta 0.85 0.84 --
Alpha -1.47 -1.21 --

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 28 Feb 2017)
121.86
Minimum Investment $ 500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 41.010
International Equity 29.557
Listed Property 8.122
Unlisted Property 0.000
Domestic Fixed Interest 0.718
International Fixed Interest 2.277
Cash 2.252
Other 16.063

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 22 Mar 2017

APIR Code BTA0068AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 2.4284
Exit Price $ 2.4206
Exit Price
1 Week Change $
-0.0248

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 0.3250

Annual

ICR pa (30 Jun 2015) 1.8500
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.4500