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  5. BT Lifetime Super Employer Plan - ING Australian Share - Managed fund profile

BT Lifetime Super Employer Plan - ING Australian Share - Managed Fund (Closed)

Fund Objective
The Fund aims to achieve returns (before fees, charges and taxes) that exceed the S&P/ASX 300 Accumulation Index, over periods of at least three to five years.
Fund Strategy
The Fund invests predominantly in a diversified portfolio of Australian shares selected in accordance with a disciplined investment process.

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 0.89% 5.45% 10.32% 10.73% 2.23% 4.14% 7.53% 1.56%
Growth return 0.89% 5.45% 10.32% 10.73% 2.23% 4.14% 7.53% 1.56%
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 30 Apr 2017. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Lifetime Super Employer Plan - ING Australian Share
Australian Equities
94.86%
Cash
1.74%
Property
3.39%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
91.94%
Cash
0.37%
Property
3.27%
International Equities
4.02%
Fixed Interest
0.35%
Alternatives
0.06%

General Information

Fund Details
Type Description
BT Lifetime Super Employer Plan - ING Australian Share
Closed
BT Funds Management Ltd
BTA0164AU
Equity Australia Large Blend
star (as at 30 Apr 2017)
Superannuation Fund
1 Aug 1999
$15.11 million (as at 30 Apr 2017)
$2.8015 (as at 15 May 2017)
$2.8015 (as at 15 May 2017)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.16% (as at 30 Jun 2016)
Performance fee (not included in ICR) Not Available
Minimum initial investment $500.00
Minimum additional investments

Top 10 holdings (as at 31 Dec 2019)

Holding (as at 31 Dec 2019) Type % of Portfolio
CSL Ltd Equity 9.84%
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FAQs about the BT Lifetime Super Employer Plan - ING Australian Share

The objective of the BT Lifetime Super Employer Plan - ING Australian Share managed fund is The Fund aims to achieve returns (before fees, charges and taxes) that exceed the S&P/ASX 300 Accumulation Index, over periods of at least three to five years.

The strategy of the BT Lifetime Super Employer Plan - ING Australian Share managed fund is The Fund invests predominantly in a diversified portfolio of Australian shares selected in accordance with a disciplined investment process.

The APIR code of the BT Lifetime Super Employer Plan - ING Australian Share managed fund is BTA0164AU.

BT Lifetime Super Employer Plan - ING Australian Share’s total return last month was 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 30 Apr 2017.

BT Lifetime Super Employer Plan - ING Australian Share’s total return for the last three months was 5.45%. This was made up of a growth return of 5.45% and an income return of 0%%. These returns were calculated as at 30 Apr 2017.

BT Lifetime Super Employer Plan - ING Australian Share’s one-year total return is 10.73%. This was made up of a growth return of 10.73% and an income return of 0%. These returns were calculated as at 30 Apr 2017.

BT Lifetime Super Employer Plan - ING Australian Share’s one-year total return is 4.14%. This was made up of a growth return of 4.14% and an income return of 0%. These returns were calculated as at 30 Apr 2017.

The asset allocation of the BT Lifetime Super Employer Plan - ING Australian Share managed fund is :

Australian Equities
94.86%
Cash
1.74%
Property
3.39%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Lifetime Super Employer Plan - ING Australian Share managed fund is BT Funds Management Ltd.

The BT Lifetime Super Employer Plan - ING Australian Share managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Apr 2017, the size of the BT Lifetime Super Employer Plan - ING Australian Share managed fund was $15.11 million.

The BT Lifetime Super Employer Plan - ING Australian Share managed fund has an inception date of 1 Aug 1999.

The current entry price of the BT Lifetime Super Employer Plan - ING Australian Share managed fund is $2.8015 per unit and the current exit price is $2.8015 per unit (as at 15 May 2017).

The current exit price of the BT Lifetime Super Employer Plan - ING Australian Share managed fund is $2.8015 per unit and the current entry price is $2.8015 per unit (as at 15 May 2017).

The minimum initial investment amount for the BT Lifetime Super Employer Plan - ING Australian Share 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.