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  5. BT Lifetime Super Employer Plan - BT Australian Share - Managed fund profile

BT Lifetime Super Employer Plan - BT Australian Share - Managed Fund (Closed)

Fund Objective
Aims to provide an overall return (before fees and taxes) that exceeds the return from the benchmark, when measured over the minimum suggested investment timeframe.
Fund Strategy
The Investment Option is actively managed and invests primarily in Australian shares which are selected based on the investment manager's assessment of their long term worth and ability to outperform the market.

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 3.64% 5.59% 4.92% 21.9% 9.47% 11.03% 8.06% 7.87%
Growth return 3.64% 5.59% 4.92% 21.9% 9.47% 11.03% 8.06% 7.87%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return 3.27% 5.33% 14.17% 14.45% 7.03% 9.62% 9.15% 8.27%
As at 31 Jan 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Lifetime Super Employer Plan - BT Australian Share
Australian Equities
97.68%
Cash
2.32%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
91.67%
Cash
0.84%
International Equities
4.05%
Property
2.92%
Fixed Interest
0.46%
Alternatives
0.06%

General Information

Fund Details
Type Description
BT Lifetime Super Employer Plan - BT Australian Share
Closed
BT Funds Management Ltd
BTA0029AU
Equity Australia Large Blend
starstarstar (as at 31 Jan 2020)
Superannuation Fund
1 Feb 1995
$0 million (as at 30 Apr 2023)
$7.623 (as at 31 Jan 2020)
$7.585 (as at 31 Jan 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.86% (as at 30 Jun 2016)
Performance fee (not included in ICR) Not Available
Minimum initial investment $500.00
Minimum additional investments

Top 10 holdings (as at 29 Feb 2024)

Holding (as at 29 Feb 2024) Type % of Portfolio
Bt Invest Mgnt Mutual Fund - Open End 11.18%
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FAQs about the BT Lifetime Super Employer Plan - BT Australian Share

The objective of the BT Lifetime Super Employer Plan - BT Australian Share managed fund is Aims to provide an overall return (before fees and taxes) that exceeds the return from the benchmark, when measured over the minimum suggested investment timeframe.

The strategy of the BT Lifetime Super Employer Plan - BT Australian Share managed fund is The Investment Option is actively managed and invests primarily in Australian shares which are selected based on the investment manager's assessment of their long term worth and ability to outperform the market.

The APIR code of the BT Lifetime Super Employer Plan - BT Australian Share managed fund is BTA0029AU.

BT Lifetime Super Employer Plan - BT Australian Share’s total return last month was 3.64%. This was made up of a growth return of 3.64% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT Australian Share’s total return for the last three months was 5.59%. This was made up of a growth return of 5.59% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT Australian Share’s one-year total return is 21.9%. This was made up of a growth return of 21.9% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT Australian Share’s one-year total return is 11.03%. This was made up of a growth return of 11.03% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

The asset allocation of the BT Lifetime Super Employer Plan - BT Australian Share managed fund is :

Australian Equities
97.68%
Cash
2.32%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Lifetime Super Employer Plan - BT Australian Share managed fund is BT Funds Management Ltd.

The BT Lifetime Super Employer Plan - BT Australian Share managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Apr 2023, the size of the BT Lifetime Super Employer Plan - BT Australian Share managed fund was $0 million.

The BT Lifetime Super Employer Plan - BT Australian Share managed fund has an inception date of 1 Feb 1995.

The current entry price of the BT Lifetime Super Employer Plan - BT Australian Share managed fund is $7.623 per unit and the current exit price is $7.585 per unit (as at 31 Jan 2020).

The current exit price of the BT Lifetime Super Employer Plan - BT Australian Share managed fund is $7.585 per unit and the current entry price is $7.623 per unit (as at 31 Jan 2020).

The minimum initial investment amount for the BT Lifetime Super Employer Plan - BT Australian Share 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.