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  5. BT Lifetime Super Employer Plan - BT Partner Australian Shares Growth 1 - Managed fund profile

BT Lifetime Super Employer Plan - BT Partner Australian Shares Growth 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 underlying fund is actively managed and invests primarily in Australian shares. The underlying fund is managed with a growth style of investing.

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 6.98% 12.48% 11.86% 28.88% 12.65% 11.78% 8.64% 8.36%
Growth return 6.98% 12.48% 11.86% 28.88% 12.65% 11.78% 8.64% 8.36%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return 3.27% 5.33% 14.17% 14.45% 7.03% 9.62% 9.15% 8.27%
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 Partner Australian Shares Growth 1
Australian Equities
100%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
91.94%
International Equities
4.02%
Cash
0.37%
Property
3.27%
Fixed Interest
0.35%
Alternatives
0.06%

General Information

Fund Details
Type Description
BT Lifetime Super Employer Plan - BT Partner Australian Shares Growth 1
Closed
BT Funds Management Ltd
BTA0096AU
Equity Australia Large Growth
starstarstar (as at 31 Jan 2020)
Superannuation Fund
1 Apr 2003
$0 million (as at 30 Apr 2023)
$4.2181 (as at 31 Jan 2020)
$4.2012 (as at 31 Jan 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.14% (as at 30 Jun 2016)
Performance fee (not included in ICR) Not Available
Minimum initial investment $500.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2010)

Holding (as at 31 Dec 2010) Type % of Portfolio
BHP Billiton Ltd Equity 12.56%
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FAQs about the BT Lifetime Super Employer Plan - BT Partner Australian Shares Growth 1

The objective of the BT Lifetime Super Employer Plan - BT Partner Australian Shares Growth 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 Partner Australian Shares Growth 1 managed fund is The underlying fund is actively managed and invests primarily in Australian shares. The underlying fund is managed with a growth style of investing.

The APIR code of the BT Lifetime Super Employer Plan - BT Partner Australian Shares Growth 1 managed fund is BTA0096AU.

BT Lifetime Super Employer Plan - BT Partner Australian Shares Growth 1’s total return last month was 6.98%. This was made up of a growth return of 6.98% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT Partner Australian Shares Growth 1’s total return for the last three months was 12.48%. This was made up of a growth return of 12.48% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT Partner Australian Shares Growth 1’s one-year total return is 28.88%. This was made up of a growth return of 28.88% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT Partner Australian Shares Growth 1’s one-year total return is 11.78%. This was made up of a growth return of 11.78% 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 Partner Australian Shares Growth 1 managed fund is :

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

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

The BT Lifetime Super Employer Plan - BT Partner Australian Shares Growth 1 managed fund belongs to the Equity Australia Large Growth sector/asset class.

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

The BT Lifetime Super Employer Plan - BT Partner Australian Shares Growth 1 managed fund has an inception date of 1 Apr 2003.

The current entry price of the BT Lifetime Super Employer Plan - BT Partner Australian Shares Growth 1 managed fund is $4.2181 per unit and the current exit price is $4.2012 per unit (as at 31 Jan 2020).

The current exit price of the BT Lifetime Super Employer Plan - BT Partner Australian Shares Growth 1 managed fund is $4.2012 per unit and the current entry price is $4.2181 per unit (as at 31 Jan 2020).

The minimum initial investment amount for the BT Lifetime Super Employer Plan - BT Partner Australian Shares Growth 1 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.