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Morningstar Fund Report

BT Lifetime PS-BT Multi-Manager Bal

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

Performance

30 Apr 2017

Growth of $10,000

Fund
Fund: BT Lifetime PS-BT Multi-Manager Bal
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Apr-17
Fund 8.29 5.02 1.55 8.71
+/- Cat -3.69 -3.24 0.46 -0.15
+/- Index -5.99 -7.01 -2.44 -0.83

Trailing Total Returns

as at 30 Apr 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.50 0.14 -0.25 135 / 401
3 Month 4.17 0.21 -0.89 163 / 400
1 Year 9.89 0.22 -1.68 176 / 392
3 Year 5.26 -1.13 -3.58 335 / 379
5 Year 6.82 -1.66 -4.53 339 / 362

Risk Analysis

as at 30 Apr 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 5.66 5.97 6.98
Sharpe Ratio 0.55 0.64 0.94
R-Squared 95.65 88.96 --
Beta 0.79 0.81 --
Alpha -2.1 -1.14 --

Fund Details

Fund Inception 11 Mar 2002
Responsible Entity BT Funds Management Ltd
Fund Manager BT Investment Solutions
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2017)
84.18
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 31 Oct 2016

Size | Large Style | Blend

Asset Allocation

% as at 30 Apr 2017

Domestic Equity 29.448
International Equity 30.394
Listed Property 10.108
Unlisted Property 0.000
Domestic Fixed Interest 9.741
International Fixed Interest 10.264
Cash 5.909
Other 4.136

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 23 May 2017

APIR Code BTA0231AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.8315
Exit Price $ 1.8242
Exit Price
1 Week Change $
-0.0068

Morningstar Ratings

Overall 1
3 Year 1
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 0.4023

Annual

ICR pa (30 Jun 2015) 2.2590
Max Management Fee pa 1.54%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
0.0159%
Max Brokerage 0.0000