Managed Funds

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Fund name APIR Morningstar
rating
Sector Returns
3 Mth 1 Yr 3 Yr
BT Classic Investment Funds - Core Australian Shares RFA0011AU starstarstar Equity Australia Large Blend 7.31% 7.43% 10.56%
BT Geared Imputation Fund (Retail) RFA0062AU starstarstarstar Equity Australia Large Geared 13.18% 14.72% 18.41%
BT Smaller Companies Retail RFA0012AU starstarstar Equity Australia Mid/Small Blend 2.89% 1.52% 7.03%
BT App Deposit Investment (Closed) RFA0603AU starstarstar Multisector Growth 2.47% 6.49% -0.79%
BT Classic Lifetime - Flexible Pension - BT Cash (Closed) RFA0008AU starstarstarstar Australian Cash 0.31% 1.25% 1.20%
BT Classic Lifetime - Flexible Pension - BT Cash NEF (Closed) RFA0050AU starstarstarstar Australian Cash 0.31% 1.25% 1.20%
BT Classic Lifetime - Flexible Pension - BT Conservative (Closed) RFA0492AU starstarstar Multisector Moderate 3.74% 2.64% 2.85%
BT Classic Lifetime - Flexible Pension - BT Conservative NE (Closed) RFA0049AU starstarstar Multisector Moderate 3.74% 2.64% 2.85%
BT Classic Lifetime - Flexible Pension - BT Core Australian Shares (Closed) RFA0116AU starstarstar Equity Australia Large Blend 10.84% 7.62% 10.37%
BT Classic Lifetime - Flexible Pension - BT Core Australian Shares NE (Closed) RFA0046AU starstarstar Equity Australia Large Blend 10.84% 7.62% 10.37%
BT Classic Lifetime - Flexible Pension - BT Core Global Shares (Closed) RFA0117AU starstarstar Equity World Large Blend 15.24% 33.08% 9.92%
BT Classic Lifetime - Flexible Pension - BT Core Global Shares NE (Closed) RFA0043AU starstarstar Equity World Large Blend 15.24% 33.08% 9.92%
BT Classic Lifetime - Flexible Pension - BT Diversified Shares (Closed) RFA0494AU starstarstar Multisector Aggressive 10.15% 5.78% 10.26%
BT Classic Lifetime - Flexible Pension - BT Diversified Shares NE (Closed) RFA0047AU starstarstar Multisector Aggressive 10.15% 5.78% 10.26%
BT Classic Lifetime - Flexible Pension - BT Ethical Shares (Closed) RFA0123AU starstarstar Equity Australia Large Blend -1.82% 21.46% 6.80%
BT Classic Lifetime - Flexible Pension - BT Ethical Shares NE (Closed) RFA0044AU starstarstarstar Equity Australia Large Blend -1.82% 21.46% 6.80%
BT Classic Lifetime - Flexible Pension - BT Imputation Shares (Closed) RFA0128AU starstarstar Equity Australia Large Blend -1.72% 20.94% 7.64%
BT Classic Lifetime - Flexible Pension - BT Imputation Shares NE (Closed) RFA0045AU starstarstar Equity Australia Large Blend -1.72% 20.94% 7.64%
BT Classic Lifetime - Personal Super - BT Active Balanced (Closed) RFA0413AU starstarstar Multisector Growth 6.90% 4.22% 6.37%
BT Classic Lifetime - Personal Super - BT Active Balanced NEF (Closed) RFA0040AU starstarstar Multisector Growth 6.90% 4.22% 6.37%
BT Classic Lifetime - Personal Super - BT Cash (Closed) RFA0009AU starstarstarstar Australian Cash 0.23% 0.91% 0.95%
BT Classic Lifetime - Personal Super - BT Cash NE (Closed) RFA0042AU starstarstarstar Australian Cash 0.23% 0.91% 0.95%
BT Classic Lifetime - Personal Super - BT Conservative (Closed) RFA0412AU starstarstar Multisector Moderate 4.41% 3.08% 2.90%
BT Classic Lifetime - Personal Super - BT Conservative NE (Closed) RFA0041AU starstarstar Multisector Moderate 4.41% 3.08% 2.90%
BT Classic Lifetime - Personal Super - BT Core Australian NE (Closed) RFA0038AU starstarstar Equity Australia Large Blend 10.26% 6.90% 9.69%

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Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART cannot make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.