General Information

1970's Lifestage Fund - A
BT Funds Management Ltd
BTA0455AU
Multisector Life Stages ? 1970s
Not Rated
Investment Fund
1 Oct 2013
$224.24 million (as at 31 Dec 2014)
$1.0396 (as at 25 Jul 2017)
$1.0358 (as at 25 Jul 2017)

Fund performance (30 Jun 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 -0.55 1.65 4.75 11.69 6.18 6.9 - -
Growth return -5.1 -3.01 -0.15 6.17 -0.58 0.45 - -
Income return 4.55 4.66 4.9 5.52 6.76 6.45 - -

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return -1.35 0.94 3.3 11.6 7.09 9.63 13.88 4.74

Asset Allocation (30 Jun 2017)

Australian Equities 36.53%
International Equities 38.18%
Cash 8.06%
Property 10.68%
Fixed Interest 1.82%
Alternatives 4.72%
Asset Allocation

Objectives and Strategy

To provide returns (after fees) equivalent to CPI plus 5.0% p.a. over a 10 year period.
The 1970'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 0.01
Minimum initial investment
Minimum additional investments

© 2017 Morningstar. All rights reserved. Neither any Morningstar company nor any of their content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Limited, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (in respect of Australian products) or Investment Statement (in respect of New Zealand products) before making any decision to invest. No Morningstar-affiliated company or any of their employees is providing you with personalised financial advice. To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. 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. 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.