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

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

Fund Objective
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.
Fund Strategy
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.

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 0.72% 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)
Total return 3.02% 14.06% 20.11% 28.72% 15.87% 14.43% -% 13.43%
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 Global Shares NE
International Equities
99.32%
Cash
0.68%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
92.05%
Cash
3.01%
Australian Equities
3.12%
Property
1.80%
Fixed Interest
-0.04%
Alternatives
0.06%

General Information

Fund Details
Type Description
BT Classic Lifetime - Personal Super - BT Core Global Shares NE
Closed
Westpac Financial Services Limited
RFA0035AU
Equity World Large Blend
starstarstar (as at 31 Mar 2019)
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
Offer information
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

Top 10 holdings (as at 29 Feb 2024)

Holding (as at 29 Feb 2024) Type % of Portfolio
NVIDIA Corp Equity 3.82%
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FAQs about the BT Classic Lifetime - Personal Super - BT Core Global Shares NE

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 :

International Equities
99.32%
Cash
0.68%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

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.