BT Lifetime Super Employer Plan - BT Conservative Outlook - Managed Fund (Closed)

The objective of the BT Lifetime Super Employer Plan - BT Conservative Outlook managed fund is Aims to provide an overall return (before fees and taxes) that exceeds the return from its benchmark, when measured over the minimum suggested investment timeframe of 3 years.

The strategy of the BT Lifetime Super Employer Plan - BT Conservative Outlook managed fund is The underlying fund is an actively managed diversified portfolio that invests in shares, property securities, fixed interest, cash and alternative investments. It has a significant weighting towards defensive assets.

The APIR code of the BT Lifetime Super Employer Plan - BT Conservative Outlook managed fund is BTA0512AU.

BT Lifetime Super Employer Plan - BT Conservative Outlook’s total return last month was 1.32%. This was made up of a growth return of 1.32% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT Conservative Outlook’s total return for the last three months was 1.36%. This was made up of a growth return of 1.36% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT Conservative Outlook’s one-year total return is 6.56%. This was made up of a growth return of 6.56% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT Conservative Outlook’s one-year total return is 3.4%. This was made up of a growth return of 3.4% 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 Conservative Outlook managed fund is :

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

The BT Lifetime Super Employer Plan - BT Conservative Outlook managed fund belongs to the Multisector Moderate sector/asset class.

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

The BT Lifetime Super Employer Plan - BT Conservative Outlook managed fund has an inception date of 1 Feb 1991.

The current entry price of the BT Lifetime Super Employer Plan - BT Conservative Outlook managed fund is $4.0958 per unit and the current exit price is $4.0884 per unit (as at 31 Jan 2020).

The current exit price of the BT Lifetime Super Employer Plan - BT Conservative Outlook managed fund is $4.0884 per unit and the current entry price is $4.0958 per unit (as at 31 Jan 2020).

The minimum initial investment amount for the BT Lifetime Super Employer Plan - BT Conservative Outlook managed fund is $500. Minimum additional investment is $0.