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  5. BT Classic Lifetime - Personal Super - BT Core Australian Shares - Managed fund profile

BT Classic Lifetime - Personal Super - BT Core Australian Shares - Managed Fund (Closed)

Fund Objective
The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 Accumulation Index over the medium to long term.
Fund Strategy
This Fund is designed for investors who want the potential for long term capital growth and tax effective income, diversification across a broad range of Australian companies and industries and are prepared to accept higher variability of returns. The Fund may also hold cash and may use derivatives.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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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 0.6% 10.26% -0.62% 6.9% 6.62% 9.69% 6.79% 9.11%
Growth return 0.6% 10.26% -0.62% 6.9% 6.62% 9.69% 6.79% 9.11%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return 3.27% 5.33% 14.17% 14.45% 7.03% 9.62% 9.15% 8.27%
As at 31 Mar 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Classic Lifetime - Personal Super - BT Core Australian Shares
Australian Equities
99.37%
Cash
0.63%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
91.51%
Cash
0.83%
International Equities
4.01%
Property
3.24%
Fixed Interest
0.35%
Alternatives
0.06%

General Information

Fund Details
Type Description
BT Classic Lifetime - Personal Super - BT Core Australian Shares
Closed
BT Funds Management No.2 Limited
RFA0118AU
Equity Australia Large Blend
starstarstar (as at 31 Mar 2019)
Superannuation Fund
25 Jan 2001
$1.24 million (as at 31 Mar 2019)
$3.897 (as at 12 Apr 2019)
$3.88 (as at 12 Apr 2019)
Finalised
Offer information
Type Description
Standard entry fee 4%
Indirect Cost Ratio (ICR) 2.04% (as at 30 Jun 2015)
Minimum initial investment $20,000
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 29 Feb 2024)

Holding (as at 29 Feb 2024) Type % of Portfolio
Bt Invest Mgnt Mutual Fund - Open End 11.20%
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FAQs about the BT Classic Lifetime - Personal Super - BT Core Australian Shares

The objective of the BT Classic Lifetime - Personal Super - BT Core Australian Shares managed fund is The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 Accumulation Index over the medium to long term.

The strategy of the BT Classic Lifetime - Personal Super - BT Core Australian Shares managed fund is This Fund is designed for investors who want the potential for long term capital growth and tax effective income, diversification across a broad range of Australian companies and industries and are prepared to accept higher variability of returns. The Fund may also hold cash and may use derivatives.

The APIR code of the BT Classic Lifetime - Personal Super - BT Core Australian Shares managed fund is RFA0118AU.

BT Classic Lifetime - Personal Super - BT Core Australian Shares’s total return last month was 0.6%. This was made up of a growth return of 0.6% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Classic Lifetime - Personal Super - BT Core Australian Shares’s total return for the last three months was 10.26%. This was made up of a growth return of 10.26% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.

BT Classic Lifetime - Personal Super - BT Core Australian Shares’s one-year total return is 6.9%. This was made up of a growth return of 6.9% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Classic Lifetime - Personal Super - BT Core Australian Shares’s one-year total return is 9.69%. This was made up of a growth return of 9.69% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

The asset allocation of the BT Classic Lifetime - Personal Super - BT Core Australian Shares managed fund is :

Australian Equities
99.37%
Cash
0.63%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Classic Lifetime - Personal Super - BT Core Australian Shares managed fund is BT Funds Management No.2 Limited.

The BT Classic Lifetime - Personal Super - BT Core Australian Shares managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Mar 2019, the size of the BT Classic Lifetime - Personal Super - BT Core Australian Shares managed fund was $1.24 million.

The BT Classic Lifetime - Personal Super - BT Core Australian Shares managed fund has an inception date of 25 Jan 2001.

The current entry price of the BT Classic Lifetime - Personal Super - BT Core Australian Shares managed fund is $3.897 per unit and the current exit price is $3.88 per unit (as at 12 Apr 2019).

The current exit price of the BT Classic Lifetime - Personal Super - BT Core Australian Shares managed fund is $3.88 per unit and the current entry price is $3.897 per unit (as at 12 Apr 2019).

The minimum initial investment amount for the BT Classic Lifetime - Personal Super - BT Core Australian Shares managed fund is $20,000. Minimum additional investment is $0.

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.