BT Lifetime Super Employer Plan - BT Property Securities - Managed Fund (Closed)

The objective of the BT Lifetime Super Employer Plan - BT Property Securities managed fund is Aims to provide a return (before fees and taxes) that exceeds the return from its specified benchmark over the minimum suggested investment timeframe of 5 years.

The strategy of the BT Lifetime Super Employer Plan - BT Property Securities managed fund is Is actively managed and primarily invests in listed and unlisted property-related investments including listed property trusts, developers and infrastructure investments, both directly and indirectly. The fund invests primarily in Australia but at times has some overseas exposure.

The APIR code of the BT Lifetime Super Employer Plan - BT Property Securities managed fund is BTA0034AU.

BT Lifetime Super Employer Plan - BT Property Securities’s total return last month was 5.79%. This was made up of a growth return of 5.79% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT Property Securities’s total return for the last three months was 4.02%. This was made up of a growth return of 4.02% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT Property Securities’s one-year total return is 19.73%. This was made up of a growth return of 19.73% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT Property Securities’s one-year total return is 12.37%. This was made up of a growth return of 12.37% 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 Property Securities managed fund is :

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

The BT Lifetime Super Employer Plan - BT Property Securities managed fund belongs to the Equity Australia Real Estate sector/asset class.

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

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

The current entry price of the BT Lifetime Super Employer Plan - BT Property Securities managed fund is $5.4098 per unit and the current exit price is $5.3828 per unit (as at 31 Jan 2020).

The current exit price of the BT Lifetime Super Employer Plan - BT Property Securities managed fund is $5.3828 per unit and the current entry price is $5.4098 per unit (as at 31 Jan 2020).

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