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 | 0.63% | 10.6% | -0.71% | 7.75% | 7.55% | 10.33% | 7.42% | 9.63% |
Growth return | 0.63% | 10.6% | -0.71% | 7.75% | 7.55% | 10.33% | 7.42% | 9.63% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (S&P/ASX 200 TR AUD)
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Total return | 3.1% | 7.03% | 11.65% | 14.74% | 14.82% | 13.04% | 12.32% | 9.87% |
Type | Description |
BT Lifetime Flexible Pension - BT Australian Share NEF | |
Closed | |
BT Funds Management Ltd | |
BTA0152AU | |
Equity Australia Large Blend | |
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|
Allocated Pension | |
10 Apr 2000 | |
$1.8 million (as at 31 Mar 2019) | |
$3.76 (as at 12 Apr 2019) | |
$3.7412 (as at 12 Apr 2019) | |
Finalised |
Type | Description |
MER | 2.10% (as at 31 Dec 2003) |
Indirect Cost Ratio (ICR) | 2.06% (as at 30 Jun 2015) |
Minimum initial investment | $25,000 |
Minimum additional investments | $15,000 |
Minimum redemption amount |
Holding (as at 31 Jul 2025) | Type | % of Portfolio |
Bt Invest Mgnt | Mutual Fund - Open End | 11.29% |
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The objective of the BT Lifetime Flexible Pension - BT Australian Share NEF managed fund is Aims to provide an overall return (before fees and taxes) that exceeds the return from the benchmark, when measured over the minimum suggested investment timeframe.
The strategy of the BT Lifetime Flexible Pension - BT Australian Share NEF managed fund is The Investment Option is actively managed and invests primarily in Australian shares which are selected based on the investment manager's assessment of their long term worth and ability to outperform the market.
The APIR code of the BT Lifetime Flexible Pension - BT Australian Share NEF managed fund is BTA0152AU.
BT Lifetime Flexible Pension - BT Australian Share NEF’s total return last month was 0.63%. This was made up of a growth return of 0.63% and an income return of 0%. These returns were calculated as at 31 Mar 2019.
BT Lifetime Flexible Pension - BT Australian Share NEF’s total return for the last three months was 10.6%. This was made up of a growth return of 10.6% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.
BT Lifetime Flexible Pension - BT Australian Share NEF’s one-year total return is 7.75%. This was made up of a growth return of 7.75% and an income return of 0%. These returns were calculated as at 31 Mar 2019.
BT Lifetime Flexible Pension - BT Australian Share NEF’s one-year total return is 10.33%. This was made up of a growth return of 10.33% and an income return of 0%. These returns were calculated as at 31 Mar 2019.
The asset allocation of the BT Lifetime Flexible Pension - BT Australian Share NEF managed fund is :
The Responsible Entity for the BT Lifetime Flexible Pension - BT Australian Share NEF managed fund is BT Funds Management Ltd.
The BT Lifetime Flexible Pension - BT Australian Share NEF managed fund belongs to the Equity Australia Large Blend sector/asset class.
As at 31 Mar 2019, the size of the BT Lifetime Flexible Pension - BT Australian Share NEF managed fund was $1.8 million.
The BT Lifetime Flexible Pension - BT Australian Share NEF managed fund has an inception date of 10 Apr 2000.
The current entry price of the BT Lifetime Flexible Pension - BT Australian Share NEF managed fund is $3.76 per unit and the current exit price is $3.7412 per unit (as at 12 Apr 2019).
The current exit price of the BT Lifetime Flexible Pension - BT Australian Share NEF managed fund is $3.7412 per unit and the current entry price is $3.76 per unit (as at 12 Apr 2019).
The minimum initial investment amount for the BT Lifetime Flexible Pension - BT Australian Share NEF managed fund is $25,000. Minimum additional investment is $15000.
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.