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Morningstar Fund Report

BT Lifetime FP-BT Future Goals

Retail

Fund Report | Report generated 30 Mar 2017 |

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: BT Lifetime FP-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 13.58 12.61 -0.73 7.09
+/- Cat -2.09 0.38 -0.84 -1.42
+/- Index -3.19 -2.29 -3.50 -1.17

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.76 0.13 0.01 52 / 127
3 Month 4.31 0.05 0.10 63 / 127
1 Year 10.06 -4.06 -4.58 120 / 124
3 Year 6.60 -0.66 -2.29 74 / 115
5 Year 9.70 -1.28 -3.45 92 / 115

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 8.16 8.21 --
Sharpe Ratio 0.55 0.61 --
R-Squared 91.55 89.5 --
Beta 0.9 0.9 --
Alpha -1.53 -1.1 --

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)
6.54
Minimum Investment $ 25,000
Regular Savings Plan
(Yes/No)
Yes
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 27 Mar 2017

APIR Code BTA0066AU
Legal Type Allocated Pension
Status Open
Category Multisector Aggressive
Entry Price $ 2.7361
Exit Price $ 2.7276
Exit Price
1 Week Change $
-0.0014

Morningstar Ratings

Overall 3
3 Year 2
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 0.3123

Annual

ICR pa (30 Jun 2015) 2.0339
Max Management Fee pa 1.47%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.6000