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About

Morningstar Fund Report

BT Lifetime SE-BT Future Goals

Retail

Fund Report | Report generated 27 Sep 2017 |

Performance

31 Aug 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-15 Jun-16 Jun-17 Aug-17
Fund 11.67 -0.50 9.98 1.46
+/- Cat 0.80 -0.42 -1.65 1.03
+/- Index -3.23 -3.27 -1.65 1.40

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.78 0.21 0.04 40 / 175
3 Month 1.27 1.36 2.46 11 / 175
1 Year 7.90 -0.36 -0.01 82 / 175
3 Year 6.32 -0.30 -2.24 79 / 162
5 Year 9.49 -0.88 -3.43 112 / 151

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.57 7.65 8.67
Sharpe Ratio 0.57 0.63 0.75
R-Squared 90.26 89.82 --
Beta 0.83 0.84 --
Alpha -1.08 -0.71 --

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 31 Aug 2017)
153.98
Minimum Investment $ 500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Aug 2017

Domestic Equity 41.030
International Equity 32.158
Listed Property 6.795
Unlisted Property 0.000
Domestic Fixed Interest 2.380
International Fixed Interest 3.418
Cash 2.727
Other 11.491

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 22 Sep 2017

APIR Code BTA0068AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 2.5490
Exit Price $ 2.5408
Exit Price
1 Week Change $
-0.0011

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 0.3240

Annual

ICR pa (30 Jun 2016) 1.8600
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.4500