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Morningstar Fund Report

BT Lifetime SE-BT Multi-Manager Cons

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

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: BT Lifetime SE-BT Multi-Manager Cons
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 4.37 1.61 3.43 2.08
+/- Cat -2.23 -3.36 1.10 0.11
+/- Index -4.26 -5.88 -2.14 -0.06

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.71 0.05 -0.16 112 / 236
3 Month 1.54 -0.06 -0.34 133 / 235
1 Year 4.57 0.10 -1.30 99 / 231
3 Year 2.83 -0.80 -2.91 184 / 227
5 Year 3.72 -1.21 -3.52 209 / 222

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 2.67 3 --
Sharpe Ratio 0.22 0.47 --
R-Squared 85.11 83.53 --
Beta 0.75 0.82 --
Alpha -1.97 -1.46 --

Fund Details

Fund Inception 26 Oct 2001
Responsible Entity BT Funds Management Ltd
Fund Manager BT Investment Solutions
Base Currency $A
Net Assets $Mil
(as at 28 Feb 2017)
87.49
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 28 Feb 2017

Domestic Equity 12.078
International Equity 10.265
Listed Property 7.213
Unlisted Property 0.000
Domestic Fixed Interest 25.318
International Fixed Interest 27.077
Cash 16.474
Other 1.575

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 23 Mar 2017

APIR Code BTA0225AU
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 1.6155
Exit Price $ 1.6114
Exit Price
1 Week Change $
-0.0011

Morningstar Ratings

Overall 1
3 Year 2
5 Year 1
10 Year 1

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.2530

Annual

ICR pa (30 Jun 2015) 1.9700
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2015)
0.03%
Max Brokerage 0.4500