BT Lifetime Super Employer Plan - Ibbotson High Opportunity - Managed Fund (Closed)

Fund Objective

The fund aims to maximise outperformance relative to the benchmark over rolling 7 year periods by investing predominantly in listed international shares.

Fund Strategy

An actively managed Fund predominantly invested in international shares using high conviction managers. To implement this strategy, Morningstar seeks to appoint superior and complementary active investment managers to manage the assets of the Fund.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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Fees Comparison

% p.a.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	2.36%	1.99%	-3.43%	-10.67%	-0.77%	0.89%	-8.34%	-%
Growth return	2.36%	1.99%	-3.43%	-10.67%	-0.77%	0.89%	-8.34%	-%
Income return	0%	0%	0%	0%	0%	0%	0%	-%
Market index (MSCI World Ex Australia NR AUD)
Total return	0.92%	6.62%	5.1%	20.06%	19.45%	20.5%	15.74%	12.6%

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 - Ibbotson High Opportunity

International Equities: 100%

Australian Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

International Equities: 95.74%

Australian Equities: 1.20%

Cash: 1.76%

Property & Infrastructure: 1.15%

Fixed Interest: 0%

Alternatives: 0.14%

General Information

Fund Details

Type	Description
Fund Name	BT Lifetime Super Employer Plan - Ibbotson High Opportunity
Fund Status	Closed
Responsible Entity	BT Funds Management Ltd
APIR Code	BTA0256AU
Sector/Asset Class	Equity World Large Blend
Morningstar Rating	(as at 31 Jan 2012)
Legal Structure	Superannuation Fund
Fund Inception	1 Jul 2005
Fund Size	n/a
Entry Price	$0.7943 (as at 16 Feb 2012)
Exit Price	$0.7943 (as at 16 Feb 2012)
Fund Status	Finalised

Offer information

Type	Description
Standard entry fee	5%
Indirect Cost Ratio (ICR)	2.12% (as at 30 Jun 2011)
Minimum initial investment	$10,000.00

Top 10 holdings (as at 30 Sep 2018)

Holding (as at 30 Sep 2018)	Type	% of Portfolio
Amazon.com Inc	Equity	2.06%
Login now to view the complete list of holdings.

FAQs about the BT Lifetime Super Employer Plan - Ibbotson High Opportunity

What is the objective of the BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund?

The objective of the BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund is The fund aims to maximise outperformance relative to the benchmark over rolling 7 year periods by investing predominantly in listed international shares.

What is the strategy for the BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund?

The strategy of the BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund is An actively managed Fund predominantly invested in international shares using high conviction managers. To implement this strategy, Morningstar seeks to appoint superior and complementary active investment managers to manage the assets of the Fund.

What is the APIR code of the BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund?

The APIR code of the BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund is BTA0256AU.

What was BT Lifetime Super Employer Plan - Ibbotson High Opportunity’s total return last month?

BT Lifetime Super Employer Plan - Ibbotson High Opportunity’s total return last month was 2.36%. This was made up of a growth return of 2.36% and an income return of 0%. These returns were calculated as at 31 Jan 2012.

What was BT Lifetime Super Employer Plan - Ibbotson High Opportunity’s total return for the last three months?

BT Lifetime Super Employer Plan - Ibbotson High Opportunity’s total return for the last three months was 1.99%. This was made up of a growth return of 1.99% and an income return of 0%%. These returns were calculated as at 31 Jan 2012.

What is BT Lifetime Super Employer Plan - Ibbotson High Opportunity’s one-year total return?

BT Lifetime Super Employer Plan - Ibbotson High Opportunity’s one-year total return is -10.67%. This was made up of a growth return of -10.67% and an income return of 0%. These returns were calculated as at 31 Jan 2012.

What is BT Lifetime Super Employer Plan - Ibbotson High Opportunity’s three-year total return?

BT Lifetime Super Employer Plan - Ibbotson High Opportunity’s one-year total return is 0.89%. This was made up of a growth return of 0.89% and an income return of 0%. These returns were calculated as at 31 Jan 2012.

What is the asset allocation of the BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund?

The asset allocation of the BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund is :

International Equities: 100%

Australian Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund?

The Responsible Entity for the BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund is BT Funds Management Ltd.

What sector/asset class does the BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund belong to?

The BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund belongs to the Equity World Large Blend sector/asset class.

What is the size of the BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund?

As at 31 Jan 2015, the size of the BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund was $ million.

What is the inception date of the BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund?

The BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund has an inception date of 1 Jul 2005.

What is the current entry price of the BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund?

The current entry price of the BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund is $0.7943 per unit and the current exit price is $0.7943 per unit (as at 16 Feb 2012).

What is the current exit price of the BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund?

The current exit price of the BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund is $0.7943 per unit and the current entry price is $0.7943 per unit (as at 16 Feb 2012).

What is the minimum investment amount for the BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund?

The minimum initial investment amount for the BT Lifetime Super Employer Plan - Ibbotson High Opportunity managed fund is $10,000.

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.

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