Managed Funds

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Fund name APIR Morningstar
rating
Sector Returns
3 Mth 1 Yr 3 Yr
AMP Capital - Wholesale Plus Corporate Bond BTA0474AU starstarstar Diversified Credit 0.96% 3.28% 3.28%
Bennelong Wholesale Plus ex-20 Australian Equities BTA0480AU starstarstar Equity Australia Mid/Small Growth 4.30% -4.21% 7.36%
BT American Share Retail BTA0023AU starstarstar Equity North America 4.82% 16.97% 15.62%
BT Australian Share Retail BTA0021AU starstarstar Equity Australia Large Blend 7.34% 7.61% 10.83%
BT Classic Investment Funds - Ethical Shares RFA0027AU starstarstar Equity Australia Large Blend 7.03% 7.23% 10.13%
BT Classic Investment Funds - Split Growth BTA0012AU starstarstarstar Multisector Aggressive 2.25% 3.40% 9.95%
BT Classic Investment Funds - Split Income BTA0011AU starstarstar Multisector Moderate 3.58% 5.63% 3.56%
BT Income Plus Retail BTA0042AU starstarstar Multisector Conservative 3.57% 5.25% 3.37%
BT Lifetime Super Employer Plan - Aberdeen Australian Small Companies BTA0255AU starstarstarstar Equity Australia Mid/Small Blend 5.84% 7.57% 6.45%
BT Lifetime Super Employer Plan - AMP Capital Invs Listed Property BTA0159AU starstarstarstarstar Equity Australia Real Estate 8.78% 23.03% 7.10%
BT Lifetime Super Employer Plan - BT Australian Share BTA0029AU starstarstar Equity Australia Large Blend 7.53% 7.82% 10.71%
BT Lifetime Super Employer Plan - BT Balance Returns BTA0513AU starstarstar Multisector Balanced 2.97% 3.83% 4.97%
BT Lifetime Super Employer Plan - BT Ethical Shares BTA0253AU starstarstar Equity Australia Large Blend 7.42% 7.86% 10.63%
BT Lifetime Super Employer Plan - BT Global Property Securities BTA0254AU starstarstarstar Equity Global Real Estate 0.84% 5.95% 3.23%
BT Lifetime Super Employer Plan - BT International Share BTA0033AU starstarstar Equity World Large Blend 1.42% 2.81% 9.44%
BT Lifetime Super Employer Plan - BT International Shares Core 1 BTA0258AU starstarstar Equity World Large Blend 1.78% 6.54% 9.48%
BT Lifetime Super Employer Plan - BT Multi-manager Australian Shares BTA0299AU starstarstar Equity Australia Large Blend 7.32% 8.64% 9.85%
BT Lifetime Super Employer Plan - BT Multi-manager Fixed Interest BTA0300AU starstarstar Bonds - Global / Australia 2.79% 6.60% 1.94%
BT Lifetime Super Employer Plan - BT Multi-manager High Growth BTA0182AU starstarstar Multisector Aggressive 3.79% 6.75% 9.15%
BT Lifetime Super Employer Plan - BT Multi-manager International Shares BTA0302AU starstarstar Equity World Large Blend 2.06% 6.61% 10.88%
BT Lifetime Super Employer Plan - BT Partner Australian Shares Growth 1 BTA0096AU starstarstar Equity Australia Large Growth 6.53% 8.04% 10.77%
BT Lifetime Super Employer Plan - BT Property Securities BTA0034AU starstarstarstar Equity Australia Real Estate 8.99% 21.04% 6.70%
BT Lifetime Super Employer Plan - Colonial Australian Shares BTA0161AU starstarstar Equity Australia Large Blend 5.70% 11.50% 9.59%
BT Lifetime Super Employer Plan - Colonial Wholesale Geared Share BTA0405AU starstarstarstar Equity Australia Large Geared 13.50% 22.07% 19.51%
BT Lifetime Super Employer Plan - Fidelity Australian Equities BTA0305AU starstarstar Equity Australia Large Blend 8.19% 10.14% 8.86%

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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.