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Morningstar Fund Report

BT Lifetime FP-BT Future Goals NEF

Retail

Fund Report | Report generated 27 May 2017 |

Performance

30 Apr 2017

Growth of $10,000

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

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Apr-17
Fund 13.73 12.71 -0.65 10.66
+/- Cat -1.93 0.48 -0.77 -1.95
+/- Index -3.04 -2.19 -3.42 -2.28

Trailing Total Returns

as at 30 Apr 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.47 -0.39 -0.68 113 / 127
3 Month 5.15 -0.32 -1.00 87 / 126
1 Year 11.68 -2.14 -3.14 111 / 123
3 Year 7.77 -0.79 -2.65 79 / 114
5 Year 10.04 -1.25 -3.35 91 / 114

Risk Analysis

as at 30 Apr 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 8.1 8.24 8.59
Sharpe Ratio 0.7 0.76 0.95
R-Squared 91.69 89.84 --
Beta 0.9 0.91 --
Alpha -1.69 -1.24 --

Fund Details

Fund Inception 01 Apr 2000
Responsible Entity BT Funds Management Ltd
Fund Manager BT Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2017)
1.22
Minimum Investment $ 5,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2017

Domestic Equity 40.592
International Equity 30.338
Listed Property 7.988
Unlisted Property 0.000
Domestic Fixed Interest 1.944
International Fixed Interest 4.603
Cash 0.319
Other 14.216

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 24 May 2017

APIR Code BTA0149AU
Legal Type Allocated Pension
Status Open
Category Multisector Aggressive
Entry Price $ 2.0173
Exit Price $ 2.0110
Exit Price
1 Week Change $
0.0066

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 0.3129

Annual

ICR pa (30 Jun 2015) 1.9298
Max Management Fee pa 1.83%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.8800