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Morningstar Fund Report

BT Lifetime PS-BT Cons Outlook NEF

Retail

Fund Report | Report generated 31 Mar 2017 |

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: BT Lifetime PS-BT Cons Outlook NEF
Index
Index: Morningstar Aus Msec Moderate TR AUD
Category
Category: Multisector Moderate

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Feb-17
Fund 6.52 6.13 3.26 0.51
+/- Cat -0.08 1.16 0.92 -1.46
+/- Index -2.11 -1.36 -2.31 -1.63

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.96 0.31 0.10 21 / 236
3 Month 1.65 0.04 -0.23 95 / 235
1 Year 2.45 -2.02 -3.42 217 / 231
3 Year 3.95 0.32 -1.79 81 / 227
5 Year 4.74 -0.19 -2.50 135 / 222

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 3.39 3 --
Sharpe Ratio 0.51 0.47 --
R-Squared 85.76 83.53 --
Beta 0.95 0.82 --
Alpha -1.54 -1.46 --

Fund Details

Fund Inception 10 Apr 2000
Responsible Entity BT Funds Management Ltd
Fund Manager BT Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 28 Feb 2017)
2.68
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 10.772
International Equity 8.537
Listed Property 6.455
Unlisted Property 0.000
Domestic Fixed Interest 20.647
International Fixed Interest 22.360
Cash 15.450
Other 15.779

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 28 Mar 2017

APIR Code BTA0139AU
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 1.8740
Exit Price $ 1.8708
Exit Price
1 Week Change $
0.0099

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year 2

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 4.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.1742

Annual

ICR pa (30 Jun 2015) 2.2640
Max Management Fee pa 1.95%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.8800