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  5. BT Lifetime Super Employer Plan - MySuper 1980s Lifestage - Managed fund profile

BT Lifetime Super Employer Plan - MySuper 1980s Lifestage - Managed Fund (Closed)

Fund Objective
To provide returns (after fees) equivalent to CPI plus 4.0% p.a. over a 10 year period.
Fund Strategy
Designed primarily for superannuation investors born in the 1980's, this Fund is suitable for investors with a long term investment horizon. The investment focus is predominantly on growth assets.

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 2.25% 4.57% 5.56% 17.89% 9.04% 10.39% 7.59% -%
Growth return 2.25% 4.57% 5.56% 17.89% 9.04% 10.39% 7.59% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.21% 6.59% 8.29% 14.58% 15.23% 13.97% 11.61% 9.87%
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 - MySuper 1980s Lifestage
Australian Equities
38.46%
International Equities
47.70%
Cash
3.72%
Property & Infrastructure
6.24%
Fixed Interest
3.88%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.25%
International Equities
49.72%
Cash
2.42%
Property & Infrastructure
4.65%
Fixed Interest
5.34%
Alternatives
3.61%

General Information

Fund Details
Type Description
BT Lifetime Super Employer Plan - MySuper 1980s Lifestage
Closed
BT Funds Management Ltd
BTA0447AU
Multisector Life Stages ? 1980s
starstarstarstar (as at 31 Jan 2020)
Superannuation Fund
1 Nov 2013
$0 million (as at 30 Apr 2023)
$1.793 (as at 31 Jan 2020)
$1.7866 (as at 31 Jan 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.02% (as at 30 Jun 2016)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments

FAQs about the BT Lifetime Super Employer Plan - MySuper 1980s Lifestage

The objective of the BT Lifetime Super Employer Plan - MySuper 1980s Lifestage managed fund is To provide returns (after fees) equivalent to CPI plus 4.0% p.a. over a 10 year period.

The strategy of the BT Lifetime Super Employer Plan - MySuper 1980s Lifestage managed fund is Designed primarily for superannuation investors born in the 1980's, this Fund is suitable for investors with a long term investment horizon. The investment focus is predominantly on growth assets.

The APIR code of the BT Lifetime Super Employer Plan - MySuper 1980s Lifestage managed fund is BTA0447AU.

BT Lifetime Super Employer Plan - MySuper 1980s Lifestage’s total return last month was 2.25%. This was made up of a growth return of 2.25% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - MySuper 1980s Lifestage’s total return for the last three months was 4.57%. This was made up of a growth return of 4.57% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - MySuper 1980s Lifestage’s one-year total return is 17.89%. This was made up of a growth return of 17.89% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - MySuper 1980s Lifestage’s one-year total return is 10.39%. This was made up of a growth return of 10.39% 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 - MySuper 1980s Lifestage managed fund is :

Australian Equities
38.46%
International Equities
47.70%
Cash
3.72%
Property & Infrastructure
6.24%
Fixed Interest
3.88%
Alternatives
0%

The Responsible Entity for the BT Lifetime Super Employer Plan - MySuper 1980s Lifestage managed fund is BT Funds Management Ltd.

The BT Lifetime Super Employer Plan - MySuper 1980s Lifestage managed fund belongs to the Multisector Life Stages ? 1980s sector/asset class.

As at 30 Apr 2023, the size of the BT Lifetime Super Employer Plan - MySuper 1980s Lifestage managed fund was $0 million.

The BT Lifetime Super Employer Plan - MySuper 1980s Lifestage managed fund has an inception date of 1 Nov 2013.

The current entry price of the BT Lifetime Super Employer Plan - MySuper 1980s Lifestage managed fund is $1.793 per unit and the current exit price is $1.7866 per unit (as at 31 Jan 2020).

The current exit price of the BT Lifetime Super Employer Plan - MySuper 1980s Lifestage managed fund is $1.7866 per unit and the current entry price is $1.793 per unit (as at 31 Jan 2020).

The minimum initial investment amount for the BT Lifetime Super Employer Plan - MySuper 1980s Lifestage managed fund is $0. 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.