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Morningstar Fund Report

BT Lifetime PS-MLC Growth

Retail

Fund Report | Report generated 27 May 2017 |  Read the Analyst Research Report

Performance

30 Apr 2017

Growth of $10,000

Fund
Fund: BT Lifetime PS-MLC Growth
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 13.63 9.43 -1.20 11.96
+/- Cat -0.58 -1.43 -1.12 0.04
+/- Index -3.13 -5.47 -3.97 -0.97

Trailing Total Returns

as at 30 Apr 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.89 0.15 -0.26 52 / 184
3 Month 4.70 -0.34 -1.45 132 / 184
1 Year 11.83 -1.07 -2.99 132 / 177
3 Year 6.95 -0.87 -3.47 130 / 165
5 Year 9.32 -1.02 -4.08 131 / 158

Risk Analysis

as at 30 Apr 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.65 7.64 8.59
Sharpe Ratio 0.63 0.75 0.95
R-Squared 91.21 90.28 --
Beta 0.85 0.85 --
Alpha -2.08 -1.29 --

Fund Details

Fund Inception 21 Mar 2001
Responsible Entity BT Funds Management Ltd
Fund Manager MLC Investments Limited
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2017)
21.07
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 28 Feb 2017

Size | Large Style | Blend

Asset Allocation

% as at 30 Apr 2017

Domestic Equity 30.697
International Equity 41.434
Listed Property 0.253
Unlisted Property 0.000
Domestic Fixed Interest 11.091
International Fixed Interest 7.082
Cash 4.644
Other 4.800

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 24 May 2017

APIR Code BTA0200AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 2.0651
Exit Price $ 2.0609
Exit Price
1 Week Change $
-0.0059

Morningstar Ratings

Overall 2
3 Year 2
5 Year 2
10 Year 2

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.2034

Annual

ICR pa (30 Jun 2015) 2.4525
Max Management Fee pa 1.54%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.0000