Stocks Special Reports LICs Credit Technical Analysis Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Technical Analysis SMSFs Learn
About

Morningstar Fund Report

BT Lifetime SE-BT Multi-Manager High Gr

Retail

Fund Report | Report generated 23 May 2017 |  Read the Analyst Research Report

Performance

30 Apr 2017

Growth of $10,000

Fund
Fund: BT Lifetime SE-BT Multi-Manager High Gr
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 11.01 8.18 0.58 12.62
+/- Cat -3.21 -2.68 0.66 0.70
+/- Index -5.76 -6.71 -2.19 -0.32

Trailing Total Returns

as at 30 Apr 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.98 0.24 -0.17 36 / 184
3 Month 5.49 0.45 -0.65 55 / 184
1 Year 13.84 0.94 -0.98 46 / 177
3 Year 7.19 -0.63 -3.23 109 / 165
5 Year 9.23 -1.11 -4.17 134 / 158

Risk Analysis

as at 30 Apr 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.69 7.64 8.59
Sharpe Ratio 0.66 0.75 0.95
R-Squared 95.72 90.28 --
Beta 0.88 0.85 --
Alpha -2.05 -1.29 --

Fund Details

Fund Inception 01 Nov 2000
Responsible Entity BT Funds Management Ltd
Fund Manager BT Investment Solutions
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2017)
106.95
Minimum Investment $ 500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Oct 2016

Size | Large Style | Blend

Asset Allocation

% as at 30 Apr 2017

Domestic Equity 39.813
International Equity 44.313
Listed Property 11.719
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.199
Other 3.956

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 17 May 2017

APIR Code BTA0182AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.7461
Exit Price $ 1.7377
Exit Price
1 Week Change $
-0.0177

Morningstar Ratings

Overall 2
3 Year 2
5 Year 2
10 Year 1

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.4830

Annual

ICR pa (30 Jun 2016) 2.2400
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2016)
0.01%
Max Brokerage 0.4500