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 | 1.02% | 10.17% | -0.1% | 7.42% | 7.86% | 9.55% | 7.04% | 9.1% |
| Growth return | 1.02% | 10.17% | -0.1% | 7.42% | 7.86% | 9.55% | 7.04% | 9.1% |
| Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
|
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
|
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| Total return | 1.8% | 5.06% | 13.99% | 15.82% | 20.4% | 15.18% | 12.58% | 9.92% |
| Type | Description |
| BT Lifetime Personal Super - BT Multi-manager High Growth | |
| Closed | |
| BT Funds Management Ltd | |
| BTA0086AU | |
| Multisector Aggressive | |
| Superannuation Fund | |
| 27 Mar 2003 | |
| $22.51 million (as at 31 Mar 2019) | |
| $2.5502 (as at 12 Apr 2019) | |
| $2.538 (as at 12 Apr 2019) | |
| Finalised |
| Type | Description |
| Indirect Cost Ratio (ICR) | 2.47% (as at 30 Jun 2015) |
| Minimum initial investment | $3,000.00 |
| Minimum additional investments | |
| Minimum redemption amount |
| Holding (as at 31 Mar 2023) | Type | % of Portfolio |
| Advance Australia Shr Multi-Blend | Mutual Fund - Open End | 35.51% |
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The objective of the BT Lifetime Personal Super - BT Multi-manager High Growth managed fund is To provide very high total returns (before fees and taxes) over the long term through capital growth by investing in growth assets.
The strategy of the BT Lifetime Personal Super - BT Multi-manager High Growth managed fund is The Fund invests primarily in growth assets such as Australian and international shares with some exposure to property. The Fund's exposure to these asset classes will be obtained primarily by investing into our sector specific funds. The Fund may also hold assets directly, including derivatives, currency and other unit trusts.
The APIR code of the BT Lifetime Personal Super - BT Multi-manager High Growth managed fund is BTA0086AU.
BT Lifetime Personal Super - BT Multi-manager High Growth’s total return last month was 1.02%. This was made up of a growth return of 1.02% and an income return of 0%. These returns were calculated as at 31 Mar 2019.
BT Lifetime Personal Super - BT Multi-manager High Growth’s total return for the last three months was 10.17%. This was made up of a growth return of 10.17% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.
BT Lifetime Personal Super - BT Multi-manager High Growth’s one-year total return is 7.42%. This was made up of a growth return of 7.42% and an income return of 0%. These returns were calculated as at 31 Mar 2019.
BT Lifetime Personal Super - BT Multi-manager High Growth’s one-year total return is 9.55%. This was made up of a growth return of 9.55% 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 High Growth managed fund is :
The Responsible Entity for the BT Lifetime Personal Super - BT Multi-manager High Growth managed fund is BT Funds Management Ltd.
The BT Lifetime Personal Super - BT Multi-manager High Growth 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 High Growth managed fund was $22.51 million.
The BT Lifetime Personal Super - BT Multi-manager High Growth managed fund has an inception date of 27 Mar 2003.
The current entry price of the BT Lifetime Personal Super - BT Multi-manager High Growth managed fund is $2.5502 per unit and the current exit price is $2.538 per unit (as at 12 Apr 2019).
The current exit price of the BT Lifetime Personal Super - BT Multi-manager High Growth managed fund is $2.538 per unit and the current entry price is $2.5502 per unit (as at 12 Apr 2019).
The minimum initial investment amount for the BT Lifetime Personal Super - BT Multi-manager High Growth 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.