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  5. BT Institutional - Retirement PST - Managed fund profile

BT Institutional - Retirement PST - Managed Fund (Closed)

Fund Objective
The Fund aims to provide a return (before fees, costs and taxes) that exceeds the Fund's benchmark over the medium to long term. The suggested investment timeframe is five years or more.
Fund Strategy
The Fund is an actively managed diversified portfolio comprised of Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments. The Fund has a significant weighting towards growth assets.

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 -0.92% 0.94% 2.74% 13.86% 4.79% 6.8% 6.43% 7.04%
Growth return -0.92% 0.94% 2.74% 13.86% 4.79% 6.8% 6.43% 7.04%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 31 Dec 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Institutional - Retirement PST
Australian Equities
27.61%
International Equities
30.33%
Cash
18.20%
Property & Infrastructure
5.44%
Fixed Interest
13.21%
Alternatives
5.21%
Average Allocation of Peers
Australian Equities
27.27%
International Equities
35.24%
Cash
6.11%
Property & Infrastructure
6.35%
Fixed Interest
21.01%
Alternatives
4.02%

General Information

Fund Details
Type Description
BT Institutional - Retirement PST (Wholesale)
Closed
BTA0102AU
Multisector Growth
starstarstarstar (as at 31 Dec 2019)
Superannuation Fund
30 Sep 1971
$8.24 million (as at 31 Dec 2019)
n/a
$18.5865 (as at 24 Jan 2020)
Finalised
Offer information
Type Description
MER 0.29% (as at 1 Jul 2019)
Indirect Cost Ratio (ICR) 0.91% (as at 30 Jun 2019)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the BT Institutional - Retirement PST

The objective of the BT Institutional - Retirement PST managed fund is The Fund aims to provide a return (before fees, costs and taxes) that exceeds the Fund's benchmark over the medium to long term. The suggested investment timeframe is five years or more.

The strategy of the BT Institutional - Retirement PST managed fund is The Fund is an actively managed diversified portfolio comprised of Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments. The Fund has a significant weighting towards growth assets.

The APIR code of the BT Institutional - Retirement PST managed fund is BTA0102AU.

BT Institutional - Retirement PST’s total return last month was -0.92%. This was made up of a growth return of -0.92% and an income return of 0%. These returns were calculated as at 31 Dec 2019.

BT Institutional - Retirement PST’s total return for the last three months was 0.94%. This was made up of a growth return of 0.94% and an income return of 0%%. These returns were calculated as at 31 Dec 2019.

BT Institutional - Retirement PST’s one-year total return is 13.86%. This was made up of a growth return of 13.86% and an income return of 0%. These returns were calculated as at 31 Dec 2019.

BT Institutional - Retirement PST’s one-year total return is 6.8%. This was made up of a growth return of 6.8% and an income return of 0%. These returns were calculated as at 31 Dec 2019.

The asset allocation of the BT Institutional - Retirement PST managed fund is :

Australian Equities
27.61%
International Equities
30.33%
Cash
18.20%
Property & Infrastructure
5.44%
Fixed Interest
13.21%
Alternatives
5.21%

The BT Institutional - Retirement PST managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Dec 2019, the size of the BT Institutional - Retirement PST managed fund was $8.24 million.

The BT Institutional - Retirement PST managed fund has an inception date of 30 Sep 1971.

The current entry price of the BT Institutional - Retirement PST managed fund is $ per unit and the current exit price is $18.5865 per unit (as at 24 Jan 2020).

The current exit price of the BT Institutional - Retirement PST managed fund is $18.5865 per unit and the current entry price is $ per unit (as at 24 Jan 2020).

The minimum initial investment amount for the BT Institutional - Retirement PST 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.