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  5. BT Lifetime Personal Super - BT Multi-manager Growth NEF - Managed fund profile

BT Lifetime Personal Super - BT Multi-manager Growth NEF - Managed Fund (Closed)

Fund Objective
To provide high total returns (before fees and taxes) over the long term through capital growth by investing predominantly in growth assets.
Fund Strategy
The Investment Option invests in a diverse mix of assets with an emphasis on the growth oriented assets of Australian and international shares around 85%, and investment in defensive assets of cash and fixed interest, around 15%, providing some income and stability of returns. The Investment Option's exposure to these asset classes will be obtained primarily by investing directly into Advance's sector specific funds. The Investment Option may also hold assets directly, including derivatives, currency and other unit trusts.

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% 8.83% -0.06% 6.26% 6.58% 8.09% 5.67% 7.92%
Growth return 1% 8.83% -0.06% 6.26% 6.58% 8.09% 5.67% 7.92%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.91% 7.77% 15.61% 18.4% 8.2% 8.89% 9.42% 9.28%
As at 31 Mar 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Lifetime Personal Super - BT Multi-manager Growth NEF
Australian Equities
29.29%
International Equities
44.71%
Cash
4.41%
Property
7.63%
Fixed Interest
8.37%
Alternatives
5.58%
Average Allocation of Peers
Australian Equities
33.54%
International Equities
47.02%
Cash
5.46%
Property
5.36%
Fixed Interest
5.29%
Alternatives
3.34%

General Information

Fund Details
Type Description
BT Lifetime Personal Super - BT Multi-manager Growth NEF
Closed
BT Funds Management Ltd
BTA0236AU
Multisector Aggressive
starstar (as at 31 Mar 2019)
Superannuation Fund
11 Mar 2002
$3.08 million (as at 31 Mar 2019)
$2.0133 (as at 12 Apr 2019)
$2.0042 (as at 12 Apr 2019)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.71% (as at 30 Jun 2015)
Performance fee (not included in ICR) 0.0107
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Mar 2023)

Holding (as at 31 Mar 2023) Type % of Portfolio
Advance Australia Shr Multi-Blend Mutual Fund - Open End 29.63%
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FAQs about the BT Lifetime Personal Super - BT Multi-manager Growth NEF

The objective of the BT Lifetime Personal Super - BT Multi-manager Growth NEF managed fund is To provide high total returns (before fees and taxes) over the long term through capital growth by investing predominantly in growth assets.

The strategy of the BT Lifetime Personal Super - BT Multi-manager Growth NEF managed fund is The Investment Option invests in a diverse mix of assets with an emphasis on the growth oriented assets of Australian and international shares around 85%, and investment in defensive assets of cash and fixed interest, around 15%, providing some income and stability of returns. The Investment Option's exposure to these asset classes will be obtained primarily by investing directly into Advance's sector specific funds. The Investment Option may also hold assets directly, including derivatives, currency and other unit trusts.

The APIR code of the BT Lifetime Personal Super - BT Multi-manager Growth NEF managed fund is BTA0236AU.

BT Lifetime Personal Super - BT Multi-manager Growth NEF’s total return last month was 1%. This was made up of a growth return of 1% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Lifetime Personal Super - BT Multi-manager Growth NEF’s total return for the last three months was 8.83%. This was made up of a growth return of 8.83% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.

BT Lifetime Personal Super - BT Multi-manager Growth NEF’s one-year total return is 6.26%. This was made up of a growth return of 6.26% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Lifetime Personal Super - BT Multi-manager Growth NEF’s one-year total return is 8.09%. This was made up of a growth return of 8.09% 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 Multi-manager Growth NEF managed fund is :

Australian Equities
29.29%
International Equities
44.71%
Cash
4.41%
Property
7.63%
Fixed Interest
8.37%
Alternatives
5.58%

The Responsible Entity for the BT Lifetime Personal Super - BT Multi-manager Growth NEF managed fund is BT Funds Management Ltd.

The BT Lifetime Personal Super - BT Multi-manager Growth 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 Multi-manager Growth NEF managed fund was $3.08 million.

The BT Lifetime Personal Super - BT Multi-manager Growth NEF managed fund has an inception date of 11 Mar 2002.

The current entry price of the BT Lifetime Personal Super - BT Multi-manager Growth NEF managed fund is $2.0133 per unit and the current exit price is $2.0042 per unit (as at 12 Apr 2019).

The current exit price of the BT Lifetime Personal Super - BT Multi-manager Growth NEF managed fund is $2.0042 per unit and the current entry price is $2.0133 per unit (as at 12 Apr 2019).

The minimum initial investment amount for the BT Lifetime Personal Super - BT Multi-manager Growth NEF managed fund is $5,000. 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.