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 | 0.72% | 9.64% | -4.6% | 3.3% | 7.67% | 8.94% | 8.7% | 10.04% |
Growth return | 0.72% | 9.64% | -4.6% | 3.3% | 7.67% | 8.94% | 8.7% | 10.04% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (MSCI World Ex Australia NR AUD)
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Total return | 0.92% | 6.62% | 5.1% | 20.06% | 19.45% | 20.5% | 15.74% | 12.6% |
Type | Description |
BT Classic Lifetime - Personal Super - BT Core Global Shares NE | |
Closed | |
Westpac Financial Services Limited | |
RFA0035AU | |
Equity World Large Blend | |
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|
Superannuation Fund | |
1 Jan 2001 | |
$0.45 million (as at 31 Mar 2019) | |
$1.544 (as at 12 Apr 2019) | |
$1.543 (as at 12 Apr 2019) | |
Finalised |
Type | Description |
Indirect Cost Ratio (ICR) | 2.17% (as at 30 Jun 2013) |
Performance fee (not included in ICR) | Not Available |
Minimum initial investment | |
Minimum additional investments | |
Minimum redemption amount |
Holding (as at 31 Jul 2025) | Type | % of Portfolio |
NVIDIA Corp | Equity | 5.89% |
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The objective of the BT Classic Lifetime - Personal Super - BT Core Global Shares NE managed fund is To provide a return (before fees & tax) that exceeds the return from the MSCI World (ex Australia) with Net Dividends Reinvested Index in A$ over the recommended minimum investment timeframe of 5 years or more.
The strategy of the BT Classic Lifetime - Personal Super - BT Core Global Shares NE managed fund is The underlying fund is actively managed and seeks what the manager perceives to be the best investment opportunities within a broad portfolio of international investments. Whilst the underlying fund can invest in any international share market that offers attractive opportunities, most investments will be located in the United States, Europe and Japan.
The APIR code of the BT Classic Lifetime - Personal Super - BT Core Global Shares NE managed fund is RFA0035AU.
BT Classic Lifetime - Personal Super - BT Core Global Shares NE’s total return last month was 0.72%. This was made up of a growth return of 0.72% and an income return of 0%. These returns were calculated as at 31 Mar 2019.
BT Classic Lifetime - Personal Super - BT Core Global Shares NE’s total return for the last three months was 9.64%. This was made up of a growth return of 9.64% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.
BT Classic Lifetime - Personal Super - BT Core Global Shares NE’s one-year total return is 3.3%. This was made up of a growth return of 3.3% and an income return of 0%. These returns were calculated as at 31 Mar 2019.
BT Classic Lifetime - Personal Super - BT Core Global Shares NE’s one-year total return is 8.94%. This was made up of a growth return of 8.94% 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 Global Shares NE managed fund is :
The Responsible Entity for the BT Classic Lifetime - Personal Super - BT Core Global Shares NE managed fund is Westpac Financial Services Limited.
The BT Classic Lifetime - Personal Super - BT Core Global Shares NE managed fund belongs to the Equity World Large Blend sector/asset class.
As at 31 Mar 2019, the size of the BT Classic Lifetime - Personal Super - BT Core Global Shares NE managed fund was $0.45 million.
The BT Classic Lifetime - Personal Super - BT Core Global Shares NE managed fund has an inception date of 1 Jan 2001.
The current entry price of the BT Classic Lifetime - Personal Super - BT Core Global Shares NE managed fund is $1.544 per unit and the current exit price is $1.543 per unit (as at 12 Apr 2019).
The current exit price of the BT Classic Lifetime - Personal Super - BT Core Global Shares NE managed fund is $1.543 per unit and the current entry price is $1.544 per unit (as at 12 Apr 2019).
The minimum initial investment amount for the BT Classic Lifetime - Personal Super - BT Core Global Shares NE managed fund is $0. 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.