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  5. BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities - Managed fund profile

BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities - Managed Fund (Closed)

Fund Objective
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.
Fund Strategy
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.

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 -1.43% 8.13% 13.16% 22.3% 11.32% 8.2% 2.42% 2.61%
Growth return -1.43% 8.13% 13.16% 22.3% 11.32% 8.2% 2.42% 2.61%
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 30 Jun 2013. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities
International Equities
99.77%
Cash
0.23%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
91.78%
Cash
2.96%
Australian Equities
3.41%
Property
1.83%
Fixed Interest
-0.04%
Alternatives
0.06%

General Information

Fund Details
Type Description
BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities
Closed
BT Funds Management Ltd
BTA0192AU
Equity World Large Growth
starstarstar (as at 30 Jun 2013)
Allocated Pension
28 Mar 2001
n/a
$0.8737 (as at 23 Jul 2013)
$0.8693 (as at 23 Jul 2013)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.51% (as at 30 Jun 2012)
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 29 Feb 2024)

Holding (as at 29 Feb 2024) Type % of Portfolio
Microsoft Corp Equity 5.30%
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FAQs about the BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities

The objective of the BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities 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 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 managed fund is BTA0192AU.

BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities’s total return last month was -1.43%. This was made up of a growth return of -1.43% and an income return of 0%. These returns were calculated as at 30 Jun 2013.

BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities’s total return for the last three months was 8.13%. This was made up of a growth return of 8.13% and an income return of 0%%. These returns were calculated as at 30 Jun 2013.

BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities’s one-year total return is 22.3%. This was made up of a growth return of 22.3% and an income return of 0%. These returns were calculated as at 30 Jun 2013.

BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities’s one-year total return is 8.2%. This was made up of a growth return of 8.2% 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 managed fund is :

International Equities
99.77%
Cash
0.23%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities managed fund is BT Funds Management Ltd.

The BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities 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 managed fund was $ million.

The BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities managed fund has an inception date of 28 Mar 2001.

The current entry price of the BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities managed fund is $0.8737 per unit and the current exit price is $0.8693 per unit (as at 23 Jul 2013).

The current exit price of the BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities managed fund is $0.8693 per unit and the current entry price is $0.8737 per unit (as at 23 Jul 2013).

The minimum initial investment amount for the BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities 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.