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  5. BT Lifetime Super Employer Plan - Challenger Select Australian Shares - Managed fund profile

BT Lifetime Super Employer Plan - Challenger Select Australian Shares - Managed Fund (Closed)

Fund Objective
Aims to outperform (after fees but before taxes) its benchmark over rolling five-year periods.
Fund Strategy
Invests in companies that exhibit both value and growth characteristics, focusing on undervalued companies that Challenger believes will be re-rated by the market.

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 4.85% -0.42% -1.34% -6.65% -0.3% 8.45% -% -%
Growth return 4.85% -0.42% -1.34% -6.65% -0.3% 8.45% -% -%
Income return 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 2012. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Lifetime Super Employer Plan - Challenger Select Australian Shares
Australian Equities
95.52%
Cash
4.48%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
91.67%
Cash
0.84%
International Equities
4.05%
Property
2.92%
Fixed Interest
0.46%
Alternatives
0.06%

General Information

Fund Details
Type Description
BT Lifetime Super Employer Plan - Challenger Select Australian Shares
Closed
BT Funds Management Ltd
BTA0303AU
Equity Australia Large Growth
star (as at 31 Jan 2012)
Superannuation Fund
1 May 2008
n/a
$0.7433 (as at 15 Feb 2012)
$0.7433 (as at 15 Feb 2012)
Finalised
Offer information
Type Description
Standard entry fee 5%
Indirect Cost Ratio (ICR) 2.24% (as at 30 Jun 2011)
Minimum initial investment

Top 10 holdings (as at 30 Nov 2023)

Holding (as at 30 Nov 2023) Type % of Portfolio
BHP Group Ltd Equity 13.75%
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FAQs about the BT Lifetime Super Employer Plan - Challenger Select Australian Shares

The objective of the BT Lifetime Super Employer Plan - Challenger Select Australian Shares managed fund is Aims to outperform (after fees but before taxes) its benchmark over rolling five-year periods.

The strategy of the BT Lifetime Super Employer Plan - Challenger Select Australian Shares managed fund is Invests in companies that exhibit both value and growth characteristics, focusing on undervalued companies that Challenger believes will be re-rated by the market.

The APIR code of the BT Lifetime Super Employer Plan - Challenger Select Australian Shares managed fund is BTA0303AU.

BT Lifetime Super Employer Plan - Challenger Select Australian Shares’s total return last month was 4.85%. This was made up of a growth return of 4.85% and an income return of 0%. These returns were calculated as at 31 Jan 2012.

BT Lifetime Super Employer Plan - Challenger Select Australian Shares’s total return for the last three months was -0.42%. This was made up of a growth return of -0.42% and an income return of 0%%. These returns were calculated as at 31 Jan 2012.

BT Lifetime Super Employer Plan - Challenger Select Australian Shares’s one-year total return is -6.65%. This was made up of a growth return of -6.65% and an income return of 0%. These returns were calculated as at 31 Jan 2012.

BT Lifetime Super Employer Plan - Challenger Select Australian Shares’s one-year total return is 8.45%. This was made up of a growth return of 8.45% and an income return of 0%. These returns were calculated as at 31 Jan 2012.

The asset allocation of the BT Lifetime Super Employer Plan - Challenger Select Australian Shares managed fund is :

Australian Equities
95.52%
Cash
4.48%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

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

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

As at 31 Jan 2015, the size of the BT Lifetime Super Employer Plan - Challenger Select Australian Shares managed fund was $ million.

The BT Lifetime Super Employer Plan - Challenger Select Australian Shares managed fund has an inception date of 1 May 2008.

The current entry price of the BT Lifetime Super Employer Plan - Challenger Select Australian Shares managed fund is $0.7433 per unit and the current exit price is $0.7433 per unit (as at 15 Feb 2012).

The current exit price of the BT Lifetime Super Employer Plan - Challenger Select Australian Shares managed fund is $0.7433 per unit and the current entry price is $0.7433 per unit (as at 15 Feb 2012).

The minimum initial investment amount for the BT Lifetime Super Employer Plan - Challenger Select Australian Shares managed fund 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.