General Information

1980's Lifestage Fund - A
BT Funds Management Ltd
BTA0456AU
Multisector Life Stages ? 1980s
Not Rated
n/a
Not Rated
Managed Funds
1 Oct 2013
$217.57 million (as at 31 Dec 2014)
$1.0378 (as at 18 Jan 2017)
$1.0336 (as at 18 Jan 2017)

Fund performance (31 Dec 2016)

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 3.26 3.6 6.72 6.19 5.33 6.12 - -
Growth return 3.26 3.6 6.56 -1.34 -1.52 -0.23 - -
Income return 0 0 0.16 7.53 6.85 6.35 - -

Morningstar index (Mstar PG Itr MS LS 1980s)

Total return 3.26 3.6 6.72 6.19 5.33 5.93 - -

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return 3.98 4.99 8.03 9.25 8.52 9.41 14.34 5.01

Asset Allocation (31 Dec 2016)

Australian Equities 36.89%
International Equities 38.06%
Cash 6.96%
Property 11.26%
Fixed Interest 3.94%
Alternatives 2.89%
Asset Allocation

Objectives and Strategy

To provide returns (after fees) equivalent to CPI plus 5.2% p.a. over a 10 year period.
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

Indirect Cost Ratio (ICR) 0.51% (as at 30 Jun 2016)
Performance fee 0.01
Minimum initial investment
Minimum additional investments

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

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* Dates for historical returns vary from fund to fund