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 | 0.96% | 3.32% | 1.13% | 2.51% | 2.82% | 2.9% | 3.91% | 5.14% |
Growth return | 0.96% | 3.32% | 1.13% | 2.51% | 2.82% | 2.9% | 3.91% | 5.14% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
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Total return | 1.06% | 2.87% | 4.38% | 7.21% | 7.92% | 6.66% | 3.89% | 4.5% |
Type | Description |
BT Lifetime Personal Super - BT Conservative Outlook | |
Closed | |
BT Funds Management Ltd | |
BTA0602AU | |
Multisector Moderate | |
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|
Superannuation Fund | |
1 Sep 1988 | |
$69.09 million (as at 31 Mar 2019) | |
$6.3308 (as at 12 Apr 2019) | |
$6.32 (as at 12 Apr 2019) | |
Finalised |
Type | Description |
MER | 1.76% (as at 31 Dec 2003) |
Indirect Cost Ratio (ICR) | 1.91% (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 |
Australia (Commonwealth of) 4.25% | Bond - Gov't/Treasury | 3.20% |
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The objective of the BT Lifetime Personal Super - BT Conservative Outlook managed fund is Aims to provide an overall return (before fees and taxes) that exceeds the return from its benchmark, when measured over the minimum suggested investment timeframe of 3 years.
The strategy of the BT Lifetime Personal Super - BT Conservative Outlook managed fund is The underlying fund is an actively managed diversified portfolio that invests in shares, property securities, fixed interest, cash and alternative investments. It has a significant weighting towards defensive assets.
The APIR code of the BT Lifetime Personal Super - BT Conservative Outlook managed fund is BTA0602AU.
BT Lifetime Personal Super - BT Conservative Outlook’s total return last month was 0.96%. This was made up of a growth return of 0.96% and an income return of 0%. These returns were calculated as at 31 Mar 2019.
BT Lifetime Personal Super - BT Conservative Outlook’s total return for the last three months was 3.32%. This was made up of a growth return of 3.32% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.
BT Lifetime Personal Super - BT Conservative Outlook’s one-year total return is 2.51%. This was made up of a growth return of 2.51% and an income return of 0%. These returns were calculated as at 31 Mar 2019.
BT Lifetime Personal Super - BT Conservative Outlook’s one-year total return is 2.9%. This was made up of a growth return of 2.9% 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 Conservative Outlook managed fund is :
The Responsible Entity for the BT Lifetime Personal Super - BT Conservative Outlook managed fund is BT Funds Management Ltd.
The BT Lifetime Personal Super - BT Conservative Outlook managed fund belongs to the Multisector Moderate sector/asset class.
As at 31 Mar 2019, the size of the BT Lifetime Personal Super - BT Conservative Outlook managed fund was $69.09 million.
The BT Lifetime Personal Super - BT Conservative Outlook managed fund has an inception date of 1 Sep 1988.
The current entry price of the BT Lifetime Personal Super - BT Conservative Outlook managed fund is $6.3308 per unit and the current exit price is $6.32 per unit (as at 12 Apr 2019).
The current exit price of the BT Lifetime Personal Super - BT Conservative Outlook managed fund is $6.32 per unit and the current entry price is $6.3308 per unit (as at 12 Apr 2019).
The minimum initial investment amount for the BT Lifetime Personal Super - BT Conservative Outlook 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.