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 | 5.36% | 14.45% | 11.96% | 24.59% | 10.96% | 9.12% | 13.36% | 13.91% |
Growth return | 5.36% | 14.45% | 11.96% | 24.59% | 10.96% | 9.12% | 13.36% | 13.91% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (S&P/ASX 200 A-REIT TR)
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Total return | 4.47% | 9.86% | 16.7% | 14.49% | 20.15% | 15.35% | 12.27% | 9% |
Type | Description |
BT Lifetime Personal Super - BT Property Securities | |
Closed | |
BT Funds Management Ltd | |
BTA0604AU | |
Equity Australia Real Estate | |
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|
Superannuation Fund | |
1 Oct 1988 | |
$43.94 million (as at 31 Mar 2019) | |
$6.5635 (as at 12 Apr 2019) | |
$6.5308 (as at 12 Apr 2019) | |
Finalised |
Type | Description |
MER | 1.97% (as at 31 Dec 2003) |
Indirect Cost Ratio (ICR) | 1.89% (as at 30 Jun 2015) |
Minimum initial investment | $3,000.00 |
Minimum additional investments | |
Minimum redemption amount |
Holding (as at 31 Jul 2025) | Type | % of Portfolio |
Goodman Group | Equity - REIT | 38.46% |
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The objective of the BT Lifetime Personal Super - BT Property Securities managed fund is Aims to provide a return (before fees and taxes) that exceeds the return from its specified benchmark over the minimum suggested investment timeframe of 5 years.
The strategy of the BT Lifetime Personal Super - BT Property Securities managed fund is Is actively managed and primarily invests in listed and unlisted property-related investments including listed property trusts, developers and infrastructure investments, both directly and indirectly. The fund invests primarily in Australia but at times has some overseas exposure.
The APIR code of the BT Lifetime Personal Super - BT Property Securities managed fund is BTA0604AU.
BT Lifetime Personal Super - BT Property Securities’s total return last month was 5.36%. This was made up of a growth return of 5.36% and an income return of 0%. These returns were calculated as at 31 Mar 2019.
BT Lifetime Personal Super - BT Property Securities’s total return for the last three months was 14.45%. This was made up of a growth return of 14.45% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.
BT Lifetime Personal Super - BT Property Securities’s one-year total return is 24.59%. This was made up of a growth return of 24.59% and an income return of 0%. These returns were calculated as at 31 Mar 2019.
BT Lifetime Personal Super - BT Property Securities’s one-year total return is 9.12%. This was made up of a growth return of 9.12% 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 Property Securities managed fund is :
The Responsible Entity for the BT Lifetime Personal Super - BT Property Securities managed fund is BT Funds Management Ltd.
The BT Lifetime Personal Super - BT Property Securities managed fund belongs to the Equity Australia Real Estate sector/asset class.
As at 31 Mar 2019, the size of the BT Lifetime Personal Super - BT Property Securities managed fund was $43.94 million.
The BT Lifetime Personal Super - BT Property Securities managed fund has an inception date of 1 Oct 1988.
The current entry price of the BT Lifetime Personal Super - BT Property Securities managed fund is $6.5635 per unit and the current exit price is $6.5308 per unit (as at 12 Apr 2019).
The current exit price of the BT Lifetime Personal Super - BT Property Securities managed fund is $6.5308 per unit and the current entry price is $6.5635 per unit (as at 12 Apr 2019).
The minimum initial investment amount for the BT Lifetime Personal Super - BT Property Securities 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.