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

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 :

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.