General Information

1960's Lifestage Fund - A
BT Funds Management Ltd
BTA0454AU
Multisector Life Stages ? 1960s
Not Rated
Investment Fund
1 Oct 2013
$159.98 million (as at 31 Dec 2014)
$1.0689 (as at 23 May 2017)
$1.0649 (as at 23 May 2017)

Fund performance (30 Apr 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 1.55 4.45 8.1 10.14 4.27 6.16 - -
Growth return 1.55 4.29 7.63 3.11 -1.71 0.5 - -
Income return 0 0.16 0.47 7.03 5.98 5.66 - -

Market index (Morningstar Aus Msec Growth TR AUD)

Total return 1.75 5.06 9.09 11.56 5.81 8.85 11.35 4.92
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Fund Performance Comparison

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Relative Fund Performance

Asset Allocation (30 Apr 2017)

Australian Equities 26.57%
International Equities 26.84%
Cash 8.15%
Property 9.43%
Fixed Interest 24.19%
Alternatives 4.83%
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

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