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

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 :

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.