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 | -1.46% | 8.03% | 12.97% | 21.94% | 10.96% | 7.8% | 1.89% | 1.82% |
Growth return | -1.46% | 8.03% | 12.97% | 21.94% | 10.96% | 7.8% | 1.89% | 1.82% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (MSCI World Ex Australia NR AUD)
|
||||||||
Total return | 0.92% | 6.62% | 5.1% | 20.06% | 19.45% | 20.5% | 15.74% | 12.6% |
Type | Description |
BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities NE | |
Closed | |
BT Funds Management Ltd | |
BTA0212AU | |
Equity World Large Growth | |
![]() ![]() ![]() |
|
Allocated Pension | |
3 Apr 2001 | |
n/a | |
$0.8152 (as at 23 Jul 2013) | |
$0.8111 (as at 23 Jul 2013) | |
Finalised |
Type | Description |
MER | 1.89% (as at 31 Dec 2003) |
Indirect Cost Ratio (ICR) | 2.88% (as at 30 Jun 2012) |
Minimum initial investment | $5,000.00 |
Minimum additional investments | |
Minimum redemption amount |
Holding (as at 31 Aug 2025) | Type | % of Portfolio |
Microsoft Corp | Equity | 7.38% |
Login now to view the complete list of holdings. |
The objective of the BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities NE managed fund is To provide investors with high capital growth over the medium to long term by seeking exposure to companies listed on securities exchanges around the world.
The strategy of the BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities NE managed fund is The Fund invests primarily in a concentrated portfolio of around 40-60 listed international securities (other than those listed on the Australian Stock Exchange) with the potential for capital growth and increased earning potential.
The APIR code of the BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities NE managed fund is BTA0212AU.
BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities NE’s total return last month was -1.46%. This was made up of a growth return of -1.46% and an income return of 0%. These returns were calculated as at 30 Jun 2013.
BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities NE’s total return for the last three months was 8.03%. This was made up of a growth return of 8.03% and an income return of 0%%. These returns were calculated as at 30 Jun 2013.
BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities NE’s one-year total return is 21.94%. This was made up of a growth return of 21.94% and an income return of 0%. These returns were calculated as at 30 Jun 2013.
BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities NE’s one-year total return is 7.8%. This was made up of a growth return of 7.8% and an income return of 0%. These returns were calculated as at 30 Jun 2013.
The asset allocation of the BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities NE managed fund is :
The Responsible Entity for the BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities NE managed fund is BT Funds Management Ltd.
The BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities NE managed fund belongs to the Equity World Large Growth sector/asset class.
As at 31 Jan 2015, the size of the BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities NE managed fund was $ million.
The BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities NE managed fund has an inception date of 3 Apr 2001.
The current entry price of the BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities NE managed fund is $0.8152 per unit and the current exit price is $0.8111 per unit (as at 23 Jul 2013).
The current exit price of the BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities NE managed fund is $0.8111 per unit and the current entry price is $0.8152 per unit (as at 23 Jul 2013).
The minimum initial investment amount for the BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities NE managed fund is $5,000. 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.