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 | 1.03% | 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)
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Total return | 0.92% | 6.62% | 5.1% | 20.06% | 19.45% | 20.5% | 15.74% | 12.6% |
Type | Description |
BT Lifetime Personal Super - Aberdeen Actively Hedged International Equities | |
Closed | |
BT Funds Management Ltd | |
BTA0197AU | |
Equity World Large Growth | |
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|
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 |
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 |
Holding (as at 31 Aug 2025) | Type | % of Portfolio |
Microsoft Corp | Equity | 7.38% |
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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 :
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.