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  5. BT Lifetime Personal Super - Aberdeen Actively Hedged International Equities - Managed fund profile

BT Lifetime Personal Super - 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 1.03% 9.09% 0.48% 6.24% 8.18% 9.02% 6.33% 7.49%
Growth return 1.03% 9.09% 0.48% 6.24% 8.18% 9.02% 6.33% 7.49%
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%
As at 31 Mar 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Lifetime Personal Super - Aberdeen Actively Hedged International Equities
International Equities
98.57%
Cash
1.43%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.48%
Cash
1.77%
Australian Equities
1.45%
Property & Infrastructure
1.15%
Fixed Interest
0%
Alternatives
0.14%

General Information

Fund Details
Type Description
BT Lifetime Personal Super - Aberdeen Actively Hedged International Equities
Closed
BT Funds Management Ltd
BTA0197AU
Equity World Large Growth
starstar (as at 31 Mar 2019)
Superannuation Fund
3 Apr 2001
$13.99 million (as at 31 Mar 2019)
$1.3448 (as at 12 Apr 2019)
$1.3381 (as at 12 Apr 2019)
Finalised
Offer information
Type Description
MER 2.50% (as at 30 Jun 2004)
Indirect Cost Ratio (ICR) 2.42% (as at 30 Jun 2015)
Minimum initial investment $3,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Aug 2025)

Holding (as at 31 Aug 2025) Type % of Portfolio
Microsoft Corp Equity 7.38%
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FAQs about the BT Lifetime Personal Super - Aberdeen Actively Hedged International Equities

The objective of the BT Lifetime Personal Super - 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 Personal Super - 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 Personal Super - Aberdeen Actively Hedged International Equities managed fund is BTA0197AU.

BT Lifetime Personal Super - Aberdeen Actively Hedged International Equities’s total return last month was 1.03%. This was made up of a growth return of 1.03% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Lifetime Personal Super - Aberdeen Actively Hedged International Equities’s total return for the last three months was 9.09%. This was made up of a growth return of 9.09% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.

BT Lifetime Personal Super - Aberdeen Actively Hedged International Equities’s one-year total return is 6.24%. This was made up of a growth return of 6.24% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Lifetime Personal Super - Aberdeen Actively Hedged International Equities’s one-year total return is 9.02%. This was made up of a growth return of 9.02% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

The asset allocation of the BT Lifetime Personal Super - Aberdeen Actively Hedged International Equities managed fund is :

International Equities
98.57%
Cash
1.43%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

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

The BT Lifetime Personal Super - Aberdeen Actively Hedged International Equities managed fund belongs to the Equity World Large Growth sector/asset class.

As at 31 Mar 2019, the size of the BT Lifetime Personal Super - Aberdeen Actively Hedged International Equities managed fund was $13.99 million.

The BT Lifetime Personal Super - Aberdeen Actively Hedged International Equities managed fund has an inception date of 3 Apr 2001.

The current entry price of the BT Lifetime Personal Super - Aberdeen Actively Hedged International Equities managed fund is $1.3448 per unit and the current exit price is $1.3381 per unit (as at 12 Apr 2019).

The current exit price of the BT Lifetime Personal Super - Aberdeen Actively Hedged International Equities managed fund is $1.3381 per unit and the current entry price is $1.3448 per unit (as at 12 Apr 2019).

The minimum initial investment amount for the BT Lifetime Personal Super - Aberdeen Actively Hedged International Equities managed fund is $3,000. 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.