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Morningstar Fund Report

BT Lifetime PS-CFS Australian Shares

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Fund Report | Report generated 26 Mar 2017 |  Read the Analyst Research Report

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: BT Lifetime PS-CFS Australian Shares
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Blend

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Feb-17
Fund 17.74 4.93 0.28 5.48
+/- Cat 1.95 -0.43 0.46 -5.04
+/- Index 0.30 -0.75 -0.27 -6.71

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.53 -0.96 -1.72 319 / 349
3 Month 1.38 -3.06 -4.51 346 / 349
1 Year 10.92 -6.42 -11.21 319 / 337
3 Year 4.21 -1.30 -2.25 235 / 327
5 Year 8.99 -0.64 -1.65 198 / 310

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 11.32 11.04 --
Sharpe Ratio 0.22 0.32 --
R-Squared 84.35 92.06 --
Beta 0.84 0.86 --
Alpha -1.51 -0.58 --

Fund Details

Fund Inception 21 Mar 2001
Responsible Entity BT Funds Management Ltd
Fund Manager Colonial First State Investments Limited
Base Currency $A
Net Assets $Mil
(as at 28 Feb 2017)
36.22
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 30 Nov 2016

Size | Large Style | Blend

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 97.242
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 2.758
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 23 Mar 2017

APIR Code BTA0196AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Large Blend
Entry Price $ 2.7325
Exit Price $ 2.7216
Exit Price
1 Week Change $
-0.0334

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 0.4019

Annual

ICR pa (30 Jun 2015) 2.4133
Max Management Fee pa 1.54%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.0000