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 | 5.73% | 15.39% | 12.6% | 26.27% | 11.24% | 9.44% | 13.43% | 13.81% |
Growth return | 5.73% | 15.39% | 12.6% | 26.27% | 11.24% | 9.44% | 13.43% | 13.81% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (S&P/ASX 200 A-REIT TR)
|
||||||||
Total return | 4.47% | 9.86% | 16.7% | 14.49% | 20.15% | 15.35% | 12.27% | 9% |
Type | Description |
BT Lifetime Flexible Pension - BT Property Securities | |
Closed | |
BT Funds Management Ltd | |
BTA0010AU | |
Equity Australia Real Estate | |
![]() ![]() ![]() |
|
Allocated Pension | |
1 Feb 1995 | |
$5.4 million (as at 31 Mar 2019) | |
$6.0134 (as at 12 Apr 2019) | |
$5.9834 (as at 12 Apr 2019) | |
Finalised |
Type | Description |
MER | 2.18% (as at 31 Dec 2003) |
Indirect Cost Ratio (ICR) | 1.98% (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 |
Goodman Group | Equity - REIT | 38.46% |
Login now to view the complete list of holdings. |
The objective of the BT Lifetime Flexible Pension - BT Property Securities managed fund is Aims to provide a return (before fees and taxes) that exceeds the return from its specified benchmark over the minimum suggested investment timeframe of 5 years.
The strategy of the BT Lifetime Flexible Pension - BT Property Securities managed fund is Is actively managed and primarily invests in listed and unlisted property-related investments including listed property trusts, developers and infrastructure investments, both directly and indirectly. The fund invests primarily in Australia but at times has some overseas exposure.
The APIR code of the BT Lifetime Flexible Pension - BT Property Securities managed fund is BTA0010AU.
BT Lifetime Flexible Pension - BT Property Securities’s total return last month was 5.73%. This was made up of a growth return of 5.73% and an income return of 0%. These returns were calculated as at 31 Mar 2019.
BT Lifetime Flexible Pension - BT Property Securities’s total return for the last three months was 15.39%. This was made up of a growth return of 15.39% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.
BT Lifetime Flexible Pension - BT Property Securities’s one-year total return is 26.27%. This was made up of a growth return of 26.27% and an income return of 0%. These returns were calculated as at 31 Mar 2019.
BT Lifetime Flexible Pension - BT Property Securities’s one-year total return is 9.44%. This was made up of a growth return of 9.44% 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 Property Securities managed fund is :
The Responsible Entity for the BT Lifetime Flexible Pension - BT Property Securities managed fund is BT Funds Management Ltd.
The BT Lifetime Flexible Pension - BT Property Securities managed fund belongs to the Equity Australia Real Estate sector/asset class.
As at 31 Mar 2019, the size of the BT Lifetime Flexible Pension - BT Property Securities managed fund was $5.4 million.
The BT Lifetime Flexible Pension - BT Property Securities managed fund has an inception date of 1 Feb 1995.
The current entry price of the BT Lifetime Flexible Pension - BT Property Securities managed fund is $6.0134 per unit and the current exit price is $5.9834 per unit (as at 12 Apr 2019).
The current exit price of the BT Lifetime Flexible Pension - BT Property Securities managed fund is $5.9834 per unit and the current entry price is $6.0134 per unit (as at 12 Apr 2019).
The minimum initial investment amount for the BT Lifetime Flexible Pension - BT Property Securities 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.