General Information

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)
$1.0955 (as at 24 May 2017)
$1.0915 (as at 24 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 1.96 5.83 11.23 13.14 5.19 7.41 - -
Growth return 1.96 5.7 10.98 5.01 -1.77 1.01 - -
Income return 0 0.13 0.25 8.13 6.96 6.4 - -

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return 2.15 6.15 11.89 14.82 6.86 10.42 13.4 4.97

Asset Allocation (30 Apr 2017)

Australian Equities 37.01%
International Equities 39.56%
Cash 4.29%
Property 11.76%
Fixed Interest 1.94%
Alternatives 5.45%
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

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