General Information

1960's Lifestage Fund - A
BT Funds Management Ltd
BTA0454AU
Multisector Life Stages ? 1960s
Not Rated
n/a
Not Rated
Managed Funds
1 Oct 2013
$159.98 million (as at 31 Dec 2014)
$1.04 (as at 20 Feb 2017)
$1.0362 (as at 20 Feb 2017)

Fund performance (31 Jan 2017)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return -0.48 3.49 1.22 7.42 3.18 5.54 - -
Growth return -0.48 3.2 0.73 0.4 -2.66 -0.16 - -
Income return 0 0.29 0.49 7.02 5.84 5.7 - -

Morningstar index (Mstar PG Itr MS LS 1960s)

Total return -0.48 3.49 1.22 7.42 3.18 5.54 - -

Market index (Morningstar Aus Msec Growth TR AUD)

Total return -1.15 3.84 1.07 9.25 4.87 8.19 11.3 4.7

Asset Allocation (31 Jan 2017)

Australian Equities 27.44%
International Equities 28.28%
Cash 10.34%
Property 9.52%
Fixed Interest 22.64%
Alternatives 1.78%
Asset Allocation

Objectives and Strategy

To provide returns (after fees) equivalent to CPI1 plus 3.3% p.a. over a 10 year period.
The Fund invests in a mix of assets which are adjusted over time to reflect the estimated investment risk tolerance generally associated with people born in the 1960's. Therefore, the Fund's exposure to growth assets, such as shares and property, will reduce as you move closer to or through retirement.

Offer information

Indirect Cost Ratio (ICR) 0.51% (as at 30 Jun 2016)
Performance fee 0.01
Minimum initial investment
Minimum additional investments

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund