Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 1.04% | 3.74% | 1.46% | 2.64% | 2.55% | 2.85% | 3.89% | 5.35% |
Growth return | 1.04% | 3.74% | 1.46% | 2.64% | 2.55% | 2.85% | 3.89% | 5.35% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
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Total return | 1.06% | 2.87% | 4.38% | 7.21% | 7.92% | 6.66% | 3.89% | 4.5% |
Type | Description |
BT Classic Lifetime - Flexible Pension - BT Conservative | |
Closed | |
BT Funds Management No.2 Limited | |
RFA0492AU | |
Multisector Moderate | |
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|
Allocated Pension | |
1 Apr 1993 | |
$1.77 million (as at 31 Mar 2019) | |
$3.698 (as at 12 Apr 2019) | |
$3.694 (as at 12 Apr 2019) | |
Finalised |
Type | Description |
Standard entry fee | 4% |
MER | 2.03% (as at 30 Jun 2003) |
Indirect Cost Ratio (ICR) | 2.05% (as at 30 Jun 2015) |
Minimum initial investment | $40,000 |
The objective of the BT Classic Lifetime - Flexible Pension - BT Conservative managed fund is N/A
The strategy of the BT Classic Lifetime - Flexible Pension - BT Conservative managed fund is N/A
The APIR code of the BT Classic Lifetime - Flexible Pension - BT Conservative managed fund is RFA0492AU.
BT Classic Lifetime - Flexible Pension - BT Conservative’s total return last month was 1.04%. This was made up of a growth return of 1.04% and an income return of 0%. These returns were calculated as at 31 Mar 2019.
BT Classic Lifetime - Flexible Pension - BT Conservative’s total return for the last three months was 3.74%. This was made up of a growth return of 3.74% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.
BT Classic Lifetime - Flexible Pension - BT Conservative’s one-year total return is 2.64%. This was made up of a growth return of 2.64% and an income return of 0%. These returns were calculated as at 31 Mar 2019.
BT Classic Lifetime - Flexible Pension - BT Conservative’s one-year total return is 2.85%. This was made up of a growth return of 2.85% and an income return of 0%. These returns were calculated as at 31 Mar 2019.
The asset allocation of the BT Classic Lifetime - Flexible Pension - BT Conservative managed fund is :
The Responsible Entity for the BT Classic Lifetime - Flexible Pension - BT Conservative managed fund is BT Funds Management No.2 Limited.
The BT Classic Lifetime - Flexible Pension - BT Conservative managed fund belongs to the Multisector Moderate sector/asset class.
As at 31 Mar 2019, the size of the BT Classic Lifetime - Flexible Pension - BT Conservative managed fund was $1.77 million.
The BT Classic Lifetime - Flexible Pension - BT Conservative managed fund has an inception date of 1 Apr 1993.
The current entry price of the BT Classic Lifetime - Flexible Pension - BT Conservative managed fund is $3.698 per unit and the current exit price is $3.694 per unit (as at 12 Apr 2019).
The current exit price of the BT Classic Lifetime - Flexible Pension - BT Conservative managed fund is $3.694 per unit and the current entry price is $3.698 per unit (as at 12 Apr 2019).
The minimum initial investment amount for the BT Classic Lifetime - Flexible Pension - BT Conservative managed fund is $40,000.
Fund data sourced from Morningstar. 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. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.