BT Lifetime Super Employer Plan - BT Cash - Managed Fund (Closed)

Fund Objective

Aims to provide an overall return that exceeds the return from the benchmark, when measured over the recommended investment timeframe.

Fund Strategy

Invests in Australian money market securities including securities issued by the Australian government, banks and corporates which have a Standard & Poors rating of A1 or better.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0.04%	0.09%	0.11%	0.47%	0.54%	0.55%	0.64%	1.29%
Growth return	0.04%	0.09%	0.11%	0.47%	0.54%	0.55%	0.64%	1.29%
Income return	0%	0%	0%	0%	0%	0%	0%	0%
Market index (RBA Bank accepted Bills 90 Days)
Total return	0.35%	1%	1.93%	3.79%	4.06%	4.13%	3.03%	2.16%

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 Cash

Cash: 100%

Australian Equities: 0%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Cash: 55.80%

Australian Equities: 4.80%

International Equities: 2.78%

Property & Infrastructure: 1.92%

Fixed Interest: 15.48%

Alternatives: 19.22%

General Information

Fund Details

Type	Description
Fund Name	BT Lifetime Super Employer Plan - BT Cash
Fund Status	Closed
Responsible Entity	BT Funds Management Ltd
APIR Code	BTA0511AU
Sector/Asset Class	Australian Cash
Morningstar Rating	(as at 31 Mar 2013)
Legal Structure	Superannuation Fund
Fund Inception	1 Jan 1991
Fund Size	$0 million (as at 30 Apr 2023)
Entry Price	$2.3302 (as at 31 Jan 2020)
Exit Price	$2.3302 (as at 31 Jan 2020)
Fund Status	Finalised

Offer information

Type	Description
MER	1% (as at 30 Jun 2003)
Indirect Cost Ratio (ICR)	1.60% (as at 30 Jun 2016)
Performance fee (not included in ICR)	Not Available
Minimum initial investment	$500.00
Minimum additional investments
Minimum redemption amount

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FAQs about the BT Lifetime Super Employer Plan - BT Cash

What is the objective of the BT Lifetime Super Employer Plan - BT Cash managed fund?

The objective of the BT Lifetime Super Employer Plan - BT Cash managed fund is Aims to provide an overall return that exceeds the return from the benchmark, when measured over the recommended investment timeframe.

What is the strategy for the BT Lifetime Super Employer Plan - BT Cash managed fund?

The strategy of the BT Lifetime Super Employer Plan - BT Cash managed fund is Invests in Australian money market securities including securities issued by the Australian government, banks and corporates which have a Standard & Poors rating of A1 or better.

What is the APIR code of the BT Lifetime Super Employer Plan - BT Cash managed fund?

The APIR code of the BT Lifetime Super Employer Plan - BT Cash managed fund is BTA0511AU.

What was BT Lifetime Super Employer Plan - BT Cash’s total return last month?

BT Lifetime Super Employer Plan - BT Cash’s total return last month was 0.04%. This was made up of a growth return of 0.04% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

What was BT Lifetime Super Employer Plan - BT Cash’s total return for the last three months?

BT Lifetime Super Employer Plan - BT Cash’s total return for the last three months was 0.09%. This was made up of a growth return of 0.09% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

What is BT Lifetime Super Employer Plan - BT Cash’s one-year total return?

BT Lifetime Super Employer Plan - BT Cash’s one-year total return is 0.47%. This was made up of a growth return of 0.47% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

What is BT Lifetime Super Employer Plan - BT Cash’s three-year total return?

BT Lifetime Super Employer Plan - BT Cash’s one-year total return is 0.55%. This was made up of a growth return of 0.55% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

What is the asset allocation of the BT Lifetime Super Employer Plan - BT Cash managed fund?

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

Cash: 100%

Australian Equities: 0%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the BT Lifetime Super Employer Plan - BT Cash managed fund?

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

What sector/asset class does the BT Lifetime Super Employer Plan - BT Cash managed fund belong to?

The BT Lifetime Super Employer Plan - BT Cash managed fund belongs to the Australian Cash sector/asset class.

What is the size of the BT Lifetime Super Employer Plan - BT Cash managed fund?

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

What is the inception date of the BT Lifetime Super Employer Plan - BT Cash managed fund?

The BT Lifetime Super Employer Plan - BT Cash managed fund has an inception date of 1 Jan 1991.

What is the current entry price of the BT Lifetime Super Employer Plan - BT Cash managed fund?

The current entry price of the BT Lifetime Super Employer Plan - BT Cash managed fund is $2.3302 per unit and the current exit price is $2.3302 per unit (as at 31 Jan 2020).

What is the current exit price of the BT Lifetime Super Employer Plan - BT Cash managed fund?

The current exit price of the BT Lifetime Super Employer Plan - BT Cash managed fund is $2.3302 per unit and the current entry price is $2.3302 per unit (as at 31 Jan 2020).

What is the minimum investment amount for the BT Lifetime Super Employer Plan - BT Cash managed fund?

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

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