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About

Morningstar Fund Report

BT Lifetime PS-BT Multi Mgr High Gr

Retail

Fund Report | Report generated 21 Feb 2018 |  Read the Analyst Research Report

Performance

31 Jan 2018

Growth of $10,000

Fund
Fund: BT Lifetime PS-BT Multi Mgr High Gr
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Jan-18
Fund 8.11 0.48 12.81 8.59
+/- Cat -2.75 0.56 1.19 0.64
+/- Index -6.78 -2.29 1.19 0.46

Trailing Total Returns

as at 31 Jan 2018
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.92 0.08 0.47 51 / 172
3 Month 3.24 0.19 0.45 33 / 172
1 Year 14.96 1.86 1.50 17 / 172
3 Year 7.34 0.25 -1.07 51 / 159
5 Year 9.01 -0.88 -3.32 111 / 148

Risk Analysis

as at 31 Jan 2018
3-Year Risk Measures Fund Category Index
Standard Deviation 7.63 7.6 8.64
Sharpe Ratio 0.71 0.71 0.75
R-Squared 95.02 90.49 --
Beta 0.86 0.84 --
Alpha -0.17 -0.11 --

Fund Details

Fund Inception 27 Mar 2003
Responsible Entity BT Funds Management Ltd
Fund Manager BT Investment Solutions
Base Currency $A
Net Assets $Mil
(as at 31 Jan 2018)
23.89
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 31 Dec 2017

Size | Large Style | Blend

Asset Allocation

% as at 31 Jan 2018

Domestic Equity 40.126
International Equity 43.090
Listed Property 11.501
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 3.313
Other 1.971

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 15 Feb 2018

APIR Code BTA0086AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 2.3617
Exit Price $ 2.3504
Exit Price
1 Week Change $
0.0359

Morningstar Ratings

Overall 2
3 Year 3
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 0.4818

Annual

ICR pa (30 Jun 2015) 2.4675
Max Management Fee pa 1.54%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.6000