BT Lifetime Personal Super - BT Future Goals NEF - Managed Fund (Closed)

The objective of the BT Lifetime Personal Super - BT Future Goals NEF managed fund is To provide a return (before fees and taxes) that exceeds the return from its benchmark over the recommended investment timeframe.

The strategy of the BT Lifetime Personal Super - BT Future Goals NEF 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 growth assets.

The APIR code of the BT Lifetime Personal Super - BT Future Goals NEF managed fund is BTA0138AU.

BT Lifetime Personal Super - BT Future Goals NEF’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 Future Goals NEF’s total return for the last three months was 6.96%. This was made up of a growth return of 6.96% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.

BT Lifetime Personal Super - BT Future Goals NEF’s one-year total return is 3.69%. This was made up of a growth return of 3.69% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Lifetime Personal Super - BT Future Goals NEF’s one-year total return is 6.98%. This was made up of a growth return of 6.98% 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 Future Goals NEF managed fund is :

The Responsible Entity for the BT Lifetime Personal Super - BT Future Goals NEF managed fund is BT Funds Management Ltd.

The BT Lifetime Personal Super - BT Future Goals NEF managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Mar 2019, the size of the BT Lifetime Personal Super - BT Future Goals NEF managed fund was $23.22 million.

The BT Lifetime Personal Super - BT Future Goals NEF managed fund has an inception date of 27 Mar 2000.

The current entry price of the BT Lifetime Personal Super - BT Future Goals NEF managed fund is $2.0985 per unit and the current exit price is $2.092 per unit (as at 12 Apr 2019).

The current exit price of the BT Lifetime Personal Super - BT Future Goals NEF managed fund is $2.092 per unit and the current entry price is $2.0985 per unit (as at 12 Apr 2019).

The minimum initial investment amount for the BT Lifetime Personal Super - BT Future Goals NEF managed fund is $5,000. Minimum additional investment is $0.