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About

Morningstar Fund Report

BT Lifetime PS-BT Future Goals NEF

Retail

Fund Report | Report generated 26 Sep 2017 |

Performance

31 Aug 2017

Growth of $10,000

Fund
Fund: BT Lifetime PS-BT Future Goals NEF
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 11.36 -0.76 10.14 1.27
+/- Cat 0.49 -0.68 -1.49 0.84
+/- Index -3.54 -3.53 -1.49 1.21

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.71 0.14 -0.03 64 / 175
3 Month 1.04 1.13 2.23 20 / 175
1 Year 7.91 -0.34 0.00 81 / 175
3 Year 6.13 -0.50 -2.44 86 / 162
5 Year 9.20 -1.16 -3.72 121 / 151

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.5 7.65 8.67
Sharpe Ratio 0.55 0.63 0.75
R-Squared 90.36 89.82 --
Beta 0.82 0.84 --
Alpha -1.21 -0.71 --

Fund Details

Fund Inception 27 Mar 2000
Responsible Entity BT Funds Management Ltd
Fund Manager BT Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Aug 2017)
24.21
Minimum Investment $ 5,000
Regular Savings Plan
(Yes/No)
Yes
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 21 Sep 2017

APIR Code BTA0138AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.9295
Exit Price $ 1.9235
Exit Price
1 Week Change $
-0.0083

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 0.3126

Annual

ICR pa (30 Jun 2015) 2.2999
Max Management Fee pa 1.95%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.8800