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About

Morningstar Fund Report

BT Lifetime PS-BT Ptnr Aus Share Gr 1 NE

Retail

Fund Report | Report generated 23 Jun 2018 |  Read the Analyst Research Report

Performance

31 May 2018

Growth of $10,000

Fund
Fund: BT Lifetime PS-BT Ptnr Aus Share Gr 1 NE
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Growth

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 May-18
Fund 2.34 -5.88 17.90 8.28
+/- Cat -2.16 -5.59 7.29 -1.46
+/- Index -3.34 -6.44 3.81 -1.16

Trailing Total Returns

as at 31 May 2018
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.38 -1.47 -1.48 61 / 70
3 Month 0.58 -0.48 -0.50 47 / 70
1 Year 7.74 -2.19 -1.89 60 / 70
3 Year 4.42 -0.47 -1.52 34 / 65
5 Year 6.50 -1.14 -2.27 44 / 62

Risk Analysis

as at 31 May 2018
3-Year Risk Measures Fund Category Index
Standard Deviation 10.53 10.74 11.26
Sharpe Ratio 0.28 0.36 0.4
R-Squared 89.97 88.04 --
Beta 0.89 0.89 --
Alpha -1.02 -0.14 --

Fund Details

Fund Inception 31 Mar 2003
Responsible Entity BT Funds Management Ltd
Fund Manager Schroder Investment Mgmt Aus Limited
Base Currency $A
Net Assets $Mil
(as at 31 May 2018)
1.09
Minimum Investment $ 5,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 31 Dec 2010

Size | Large Style | Value

Asset Allocation

% as at 30 Apr 2018

Domestic Equity 100.000
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.000
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 19 Jun 2018

APIR Code BTA0088AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Large Growth
Entry Price $ 3.5167
Exit Price $ 3.4957
Exit Price
1 Week Change $
0.0122

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 0.6017

Annual

ICR pa (30 Jun 2015) 2.6050
Max Management Fee pa 1.95%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.0000