InvestSMART

BT Lifetime Super Employer Plan - APN Unlisted Property - Managed Fund (Closed)

Fund Objective
Consistent, relatively high levels of income combined with some capital growth.
Fund Strategy
The Fund will invest in a wide range of underlying listed and unlisted property securities.

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 0% 0.57% 0.16% 1.34% 15.6% 14.17% 10.75% -%
Growth return 0% 0.57% 0.16% 1.34% 15.6% 14.17% 10.75% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return -3.1% 4.56% 18.9% 4.1% 23.7% 19.85% 11.91% 8.69%
As at 28 Feb 2017. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Lifetime Super Employer Plan - APN Unlisted Property
Cash
71.57%
Property & Infrastructure
28.43%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
2.37%
Property & Infrastructure
93.06%
Australian Equities
4.32%
International Equities
0.24%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
BT Lifetime Super Employer Plan - APN Unlisted Property
Closed
BT Funds Management Ltd
BTA0298AU
Unlisted and Direct Property
star (as at 30 Jun 2015)
Superannuation Fund
1 May 2008
$0.04 million (as at 28 Feb 2017)
$1.1561 (as at 29 Mar 2017)
$1.1561 (as at 29 Mar 2017)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.27% (as at 30 Jun 2015)
Minimum initial investment $500.00
Minimum additional investments

FAQs about the BT Lifetime Super Employer Plan - APN Unlisted Property

The objective of the BT Lifetime Super Employer Plan - APN Unlisted Property managed fund is Consistent, relatively high levels of income combined with some capital growth.

The strategy of the BT Lifetime Super Employer Plan - APN Unlisted Property managed fund is The Fund will invest in a wide range of underlying listed and unlisted property securities.

The APIR code of the BT Lifetime Super Employer Plan - APN Unlisted Property managed fund is BTA0298AU.

BT Lifetime Super Employer Plan - APN Unlisted Property’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 28 Feb 2017.

BT Lifetime Super Employer Plan - APN Unlisted Property’s total return for the last three months was 0.57%. This was made up of a growth return of 0.57% and an income return of 0%%. These returns were calculated as at 28 Feb 2017.

BT Lifetime Super Employer Plan - APN Unlisted Property’s one-year total return is 1.34%. This was made up of a growth return of 1.34% and an income return of 0%. These returns were calculated as at 28 Feb 2017.

BT Lifetime Super Employer Plan - APN Unlisted Property’s one-year total return is 14.17%. This was made up of a growth return of 14.17% and an income return of 0%. These returns were calculated as at 28 Feb 2017.

The asset allocation of the BT Lifetime Super Employer Plan - APN Unlisted Property managed fund is :

Cash
71.57%
Property & Infrastructure
28.43%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Lifetime Super Employer Plan - APN Unlisted Property managed fund is BT Funds Management Ltd.

The BT Lifetime Super Employer Plan - APN Unlisted Property managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at 28 Feb 2017, the size of the BT Lifetime Super Employer Plan - APN Unlisted Property managed fund was $0.04 million.

The BT Lifetime Super Employer Plan - APN Unlisted Property managed fund has an inception date of 1 May 2008.

The current entry price of the BT Lifetime Super Employer Plan - APN Unlisted Property managed fund is $1.1561 per unit and the current exit price is $1.1561 per unit (as at 29 Mar 2017).

The current exit price of the BT Lifetime Super Employer Plan - APN Unlisted Property managed fund is $1.1561 per unit and the current entry price is $1.1561 per unit (as at 29 Mar 2017).

The minimum initial investment amount for the BT Lifetime Super Employer Plan - APN Unlisted Property managed fund is $500. 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.