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 | 1.57% | 3.03% | 4.86% | 5.37% | 4% | 2.75% | 3.49% | 3.98% |
Growth return | 1.57% | 3.03% | 4.86% | 5.37% | 4% | 2.75% | 3.49% | 3.98% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
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Total return | 0.33% | 1.05% | 3.11% | 4.31% | 4.73% | 3.74% | -0.03% | 2.14% |
Type | Description |
BT Lifetime Personal Super - BT Australasian Bond | |
Closed | |
BT Funds Management Ltd | |
BTA0018AU | |
Bonds - Australia | |
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|
Superannuation Fund | |
1 Apr 1995 | |
$11.01 million (as at 31 Mar 2019) | |
$2.863 (as at 12 Apr 2019) | |
$2.8604 (as at 12 Apr 2019) | |
Finalised |
Type | Description |
MER | 1.67% (as at 31 Dec 2003) |
Indirect Cost Ratio (ICR) | 1.66% (as at 30 Jun 2015) |
Minimum initial investment | $3,000.00 |
Minimum additional investments | |
Minimum redemption amount |
The objective of the BT Lifetime Personal Super - BT Australasian Bond 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 Personal Super - BT Australasian Bond managed fund is The fund seeks to invest in a combination of corporate, semi-government and government debt and short-term money market securities.
The APIR code of the BT Lifetime Personal Super - BT Australasian Bond managed fund is BTA0018AU.
BT Lifetime Personal Super - BT Australasian Bond’s total return last month was 1.57%. This was made up of a growth return of 1.57% and an income return of 0%. These returns were calculated as at 31 Mar 2019.
BT Lifetime Personal Super - BT Australasian Bond’s total return for the last three months was 3.03%. This was made up of a growth return of 3.03% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.
BT Lifetime Personal Super - BT Australasian Bond’s one-year total return is 5.37%. This was made up of a growth return of 5.37% and an income return of 0%. These returns were calculated as at 31 Mar 2019.
BT Lifetime Personal Super - BT Australasian Bond’s one-year total return is 2.75%. This was made up of a growth return of 2.75% and an income return of 0%. These returns were calculated as at 31 Mar 2019.
The asset allocation of the BT Lifetime Personal Super - BT Australasian Bond managed fund is :
The Responsible Entity for the BT Lifetime Personal Super - BT Australasian Bond managed fund is BT Funds Management Ltd.
The BT Lifetime Personal Super - BT Australasian Bond managed fund belongs to the Bonds - Australia sector/asset class.
As at 31 Mar 2019, the size of the BT Lifetime Personal Super - BT Australasian Bond managed fund was $11.01 million.
The BT Lifetime Personal Super - BT Australasian Bond managed fund has an inception date of 1 Apr 1995.
The current entry price of the BT Lifetime Personal Super - BT Australasian Bond managed fund is $2.863 per unit and the current exit price is $2.8604 per unit (as at 12 Apr 2019).
The current exit price of the BT Lifetime Personal Super - BT Australasian Bond managed fund is $2.8604 per unit and the current entry price is $2.863 per unit (as at 12 Apr 2019).
The minimum initial investment amount for the BT Lifetime Personal Super - BT Australasian Bond 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.