1950's Lifestage Fund - A - Managed Fund

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Fund Performance Comparison

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Fee comparison

NOTE: Over the long term, higher fees lead to lower returns

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* A benchmark is an arbitary calculation that does not have any fees. Hence why in the long term the majority of fund managers underperform their benchmark by the cost of their fees. InvestSMART provides low cost funds that track their benchmark.

Fund performance (31 May 2018)

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 0.54 1.31 1.36 4.34 4.88 3.46 - -
Growth return 0.54 0.69 0.21 -0.04 -0.51 -1.55 - -
Income return 0 0.62 1.15 4.38 5.39 5.01 - -

Market index (Morningstar Aus Msec Balanced TR AUD)

Total return 0.72 1.74 1.6 5.76 6.25 5.16 7.83 5.8

Asset Allocation (31 May 2018)

Australian Equities 14.04%
International Equities 12.09%
Cash 15.68%
Property 6.95%
Fixed Interest 49.18%
Alternatives 2.06%
Asset Allocation

General Information

1950's Lifestage Fund - A
BT Funds Management Ltd
BTA0453AU
Multisector Life Stages ? 1950s
Not Rated
Investment Fund
1 Oct 2013
$75.99 million (as at 31 Dec 2014)
$1.0416 (as at 18 Jun 2018)
$1.0378 (as at 18 Jun 2018)

Objectives and Strategy

To provide returns (after fees) equivalent to CPI plus 3.4% p.a. over a 10 year period.
The 1950's Lifestage Fund - A is an actively managed fund, investing in a diversified portfolio of assets. The Fund is invested using the 'multi-manager' concept - packaging together high-quality investment managers from Australia and around the globe into a single fund.

Offer information

Indirect Cost Ratio (ICR) 0.51% (as at 30 Jun 2016)
Performance fee (not included in ICR) 0.01
Minimum initial investment
Minimum additional investments

DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.

Data shown on this website is sourced by Morningstar
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