General Information

2000's Lifestage Fund - A
BT Funds Management Ltd
BTA0458AU
Multisector Life Stages ? 1990s and later
Not Rated
Managed Funds
1 Oct 2013
$0.16 million (as at 31 Dec 2014)
$1.0339 (as at 21 Mar 2017)
$1.0301 (as at 21 Mar 2017)

Fund performance (28 Feb 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 1.97 4.51 4.33 12.92 3.05 6 - -
Growth return 1.97 4.38 4.04 4.13 -4.01 -0.55 - -
Income return 0 0.13 0.29 8.79 7.06 6.55 - -

Morningstar index (Mstar PG Itr MS LS 1990s and Later)

Total return 1.97 4.52 4.34 12.91 2.92 6.02 - -

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return 1.76 4.2 4.59 14.64 4.24 8.89 13.15 4.82

Asset Allocation (28 Feb 2017)

Australian Equities 36.74%
International Equities 38.94%
Cash 5.84%
Property 12.04%
Fixed Interest 1.99%
Alternatives 4.46%
Asset Allocation

Objectives and Strategy

To provide returns (after fees) equivalent to CPI plus 5.4% p.a. over a 10 year period.
The 2000'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

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund