Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 1.66% | 0.98% | 1.43% | 6.58% | 4.16% | 3.22% | 2.1% | 3.73% |
Growth return | 1.66% | 0.98% | 1.43% | 6.58% | 4.16% | 3.22% | 2.1% | 3.73% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (MorningstarAus BBG AuBd Cmp/BCGA TR HAUD)
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Total return | 0.41% | 1.15% | 2.25% | 3.58% | 4.56% | 3.13% | -0.32% | 2.05% |
Type | Description |
BT Lifetime Super Employer Plan - BT Multi-manager Fixed Interest | |
Closed | |
BT Funds Management Ltd | |
BTA0300AU | |
Bonds - Global / Australia | |
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|
Superannuation Fund | |
1 May 2008 | |
$0 million (as at 30 Apr 2023) | |
$1.5235 (as at 31 Jan 2020) | |
$1.5213 (as at 31 Jan 2020) | |
Finalised |
Type | Description |
Indirect Cost Ratio (ICR) | 1.86% (as at 30 Jun 2016) |
Performance fee (not included in ICR) | Not Available |
Minimum initial investment | $500.00 |
Minimum additional investments |
The objective of the BT Lifetime Super Employer Plan - BT Multi-manager Fixed Interest managed fund is Aims to provide consistent income and relatively stable returns with low potential for capital loss in the short term.
The strategy of the BT Lifetime Super Employer Plan - BT Multi-manager Fixed Interest managed fund is Invests predominantly in global and Australian fixed interest instruments through a number of leading investment managers.
The APIR code of the BT Lifetime Super Employer Plan - BT Multi-manager Fixed Interest managed fund is BTA0300AU.
BT Lifetime Super Employer Plan - BT Multi-manager Fixed Interest’s total return last month was 1.66%. This was made up of a growth return of 1.66% and an income return of 0%. These returns were calculated as at 31 Jan 2020.
BT Lifetime Super Employer Plan - BT Multi-manager Fixed Interest’s total return for the last three months was 0.98%. This was made up of a growth return of 0.98% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.
BT Lifetime Super Employer Plan - BT Multi-manager Fixed Interest’s one-year total return is 6.58%. This was made up of a growth return of 6.58% and an income return of 0%. These returns were calculated as at 31 Jan 2020.
BT Lifetime Super Employer Plan - BT Multi-manager Fixed Interest’s one-year total return is 3.22%. This was made up of a growth return of 3.22% 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 Multi-manager Fixed Interest managed fund is :
The Responsible Entity for the BT Lifetime Super Employer Plan - BT Multi-manager Fixed Interest managed fund is BT Funds Management Ltd.
The BT Lifetime Super Employer Plan - BT Multi-manager Fixed Interest managed fund belongs to the Bonds - Global / Australia sector/asset class.
As at 30 Apr 2023, the size of the BT Lifetime Super Employer Plan - BT Multi-manager Fixed Interest managed fund was $0 million.
The BT Lifetime Super Employer Plan - BT Multi-manager Fixed Interest managed fund has an inception date of 1 May 2008.
The current entry price of the BT Lifetime Super Employer Plan - BT Multi-manager Fixed Interest managed fund is $1.5235 per unit and the current exit price is $1.5213 per unit (as at 31 Jan 2020).
The current exit price of the BT Lifetime Super Employer Plan - BT Multi-manager Fixed Interest managed fund is $1.5213 per unit and the current entry price is $1.5235 per unit (as at 31 Jan 2020).
The minimum initial investment amount for the BT Lifetime Super Employer Plan - BT Multi-manager Fixed Interest 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.