InvestSMART

BT Lifetime Super Employer Plan - BT International Shares Core 1 - Managed Fund (Closed)

Fund Objective
To provide a return (before fees and taxes) that exceeds the return from its benchmark over the medium to long term.
Fund Strategy
The investment option is actively managed and seeks what we perceive to be the best investment opportunities within a broad portfolio of international shares. Whilst the investment option can invest in any international market that offers attractive opportunities, most investments will be located in the United States, Europe and Japan. The investment option is managed with a core style of investing.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 2.59% 6.92% 10.06% 22.96% 10.98% 12.1% 9.13% 11.1%
Growth return 2.59% 6.92% 10.06% 22.96% 10.98% 12.1% 9.13% 11.1%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
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 International Shares Core 1
International Equities
100%
Australian Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.51%
Australian Equities
1.42%
Cash
1.78%
Property & Infrastructure
1.15%
Fixed Interest
0%
Alternatives
0.15%

General Information

Fund Details
Type Description
BT Lifetime Super Employer Plan - BT International Shares Core 1
Closed
BT Funds Management Ltd
BTA0258AU
Equity World Large Blend
starstarstarstar (as at 31 Jan 2020)
Superannuation Fund
1 Jul 2005
$0 million (as at 30 Apr 2023)
$2.6325 (as at 31 Jan 2020)
$2.622 (as at 31 Jan 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.30% (as at 30 Jun 2016)
Performance fee (not included in ICR) Not Available
Minimum initial investment $500,000
Minimum additional investments
Minimum redemption amount

FAQs about the BT Lifetime Super Employer Plan - BT International Shares Core 1

The objective of the BT Lifetime Super Employer Plan - BT International Shares Core 1 managed fund is To provide a return (before fees and taxes) that exceeds the return from its benchmark over the medium to long term.

The strategy of the BT Lifetime Super Employer Plan - BT International Shares Core 1 managed fund is The investment option is actively managed and seeks what we perceive to be the best investment opportunities within a broad portfolio of international shares. Whilst the investment option can invest in any international market that offers attractive opportunities, most investments will be located in the United States, Europe and Japan. The investment option is managed with a core style of investing.

The APIR code of the BT Lifetime Super Employer Plan - BT International Shares Core 1 managed fund is BTA0258AU.

BT Lifetime Super Employer Plan - BT International Shares Core 1’s total return last month was 2.59%. This was made up of a growth return of 2.59% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT International Shares Core 1’s total return for the last three months was 6.92%. This was made up of a growth return of 6.92% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT International Shares Core 1’s one-year total return is 22.96%. This was made up of a growth return of 22.96% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT International Shares Core 1’s one-year total return is 12.1%. This was made up of a growth return of 12.1% 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 International Shares Core 1 managed fund is :

International Equities
100%
Australian Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Lifetime Super Employer Plan - BT International Shares Core 1 managed fund is BT Funds Management Ltd.

The BT Lifetime Super Employer Plan - BT International Shares Core 1 managed fund belongs to the Equity World Large Blend sector/asset class.

As at 30 Apr 2023, the size of the BT Lifetime Super Employer Plan - BT International Shares Core 1 managed fund was $0 million.

The BT Lifetime Super Employer Plan - BT International Shares Core 1 managed fund has an inception date of 1 Jul 2005.

The current entry price of the BT Lifetime Super Employer Plan - BT International Shares Core 1 managed fund is $2.6325 per unit and the current exit price is $2.622 per unit (as at 31 Jan 2020).

The current exit price of the BT Lifetime Super Employer Plan - BT International Shares Core 1 managed fund is $2.622 per unit and the current entry price is $2.6325 per unit (as at 31 Jan 2020).

The minimum initial investment amount for the BT Lifetime Super Employer Plan - BT International Shares Core 1 managed fund is $500,000. 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.