InvestSMART

BT Lifetime Super Employer Plan - BT Global Bond - 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 recommended investment timeframe.
Fund Strategy
The investment option invests primarily in international government bonds.

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 3.12% 2.91% -1.1% -3% 2.18% 3.73% 4.21% 2.31%
Growth return 3.12% 2.91% -1.1% -3% 2.18% 3.73% 4.21% 2.31%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Bloomberg Global Aggregate TR Hdg AUD)
Total return 0.68% 1.02% 2.53% 2.44% 5.72% 3.96% -0.57% 1.94%
As at 30 Apr 2017. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Lifetime Super Employer Plan - BT Global Bond
Cash
6.19%
Fixed Interest
93.81%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Cash
5.36%
Fixed Interest
92.54%
Australian Equities
0.06%
International Equities
0%
Property & Infrastructure
0%
Alternatives
2.04%

General Information

Fund Details
Type Description
BT Lifetime Super Employer Plan - BT Global Bond
Closed
BT Funds Management Ltd
BTA0030AU
Bonds - Global
starstar (as at 30 Apr 2017)
Superannuation Fund
31 Dec 1994
$4.68 million (as at 30 Apr 2017)
$1.5289 (as at 22 May 2017)
$1.5289 (as at 22 May 2017)
Finalised
Offer information
Type Description
MER 1.60% (as at 30 Jun 2003)
Indirect Cost Ratio (ICR) 1.83% (as at 30 Jun 2016)
Performance fee (not included in ICR) Not Available
Minimum initial investment $500.00
Minimum additional investments

FAQs about the BT Lifetime Super Employer Plan - BT Global Bond

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

The strategy of the BT Lifetime Super Employer Plan - BT Global Bond managed fund is The investment option invests primarily in international government bonds.

The APIR code of the BT Lifetime Super Employer Plan - BT Global Bond managed fund is BTA0030AU.

BT Lifetime Super Employer Plan - BT Global Bond’s total return last month was 3.12%. This was made up of a growth return of 3.12% and an income return of 0%. These returns were calculated as at 30 Apr 2017.

BT Lifetime Super Employer Plan - BT Global Bond’s total return for the last three months was 2.91%. This was made up of a growth return of 2.91% and an income return of 0%%. These returns were calculated as at 30 Apr 2017.

BT Lifetime Super Employer Plan - BT Global Bond’s one-year total return is -3%. This was made up of a growth return of -3% and an income return of 0%. These returns were calculated as at 30 Apr 2017.

BT Lifetime Super Employer Plan - BT Global Bond’s one-year total return is 3.73%. This was made up of a growth return of 3.73% and an income return of 0%. These returns were calculated as at 30 Apr 2017.

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

Cash
6.19%
Fixed Interest
93.81%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%

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

The BT Lifetime Super Employer Plan - BT Global Bond managed fund belongs to the Bonds - Global sector/asset class.

As at 30 Apr 2017, the size of the BT Lifetime Super Employer Plan - BT Global Bond managed fund was $4.68 million.

The BT Lifetime Super Employer Plan - BT Global Bond managed fund has an inception date of 31 Dec 1994.

The current entry price of the BT Lifetime Super Employer Plan - BT Global Bond managed fund is $1.5289 per unit and the current exit price is $1.5289 per unit (as at 22 May 2017).

The current exit price of the BT Lifetime Super Employer Plan - BT Global Bond managed fund is $1.5289 per unit and the current entry price is $1.5289 per unit (as at 22 May 2017).

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