1980's Lifestage Fund - A - Managed Fund

Fund Performance Comparison

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Fees Comparison

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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.74 5.66 4.17 12.36 12.07 8.15 - -
Growth return 1.74 5.66 3.84 11.25 8.73 3.14 - -
Income return 0 0 0.33 1.11 3.34 5.01 - -
Market index (Morningstar Aus Msec Aggressive TR AUD)
Total return 2.41 6.21 4.72 12.74 12.18 8.95 11.65 7.77
As as 30 Jun 2018. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

International Equities
39.28%
Australian Equities
36.82%
Property
12.10%
Cash
6.33%
Alternatives
3.56%
Fixed Interest
1.90%

General Information

Fund Details
Type Description
1980's Lifestage Fund - A
BT Funds Management Ltd
BTA0456AU
Multisector Life Stages ? 1980s
Not Rated
Investment Fund
1 Oct 2013
$217.57 million (as at 31 Dec 2014)
$1.1559 (as at 29 Jun 2018)
$1.1517 (as at 29 Jun 2018)
Fund Objective
To provide returns (after fees) equivalent to CPI plus 5.2% p.a. over a 10 year period.
Fund Strategy
The 1980'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
Type Description
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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Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%.

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Our Managed Funds

Returns Since Inception *
Intelligent Investor Equity Income 12.36%
InvestSMART International Equities 11.46%
Intelligent Investor Equity Growth 11.28%
InvestSMART Australian Small Companies Fund 10.65%
InvestSMART Core Growth 7.81%
InvestSMART Diversified Property and Infrastructure 5.31%
InvestSMART Diversified Income 4.50%
InvestSMART Hybrid Income 3.81%
InvestSMART Interest Income 2.13%

* Returns p.a. since inception after investment & admin fees

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